LFAS
FDS icon

Level Four Advisory Services’s Factset FDS Stock Holding History

Level Four Advisory Services’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,980
Closed -$1.23M – 652
2021
Q1 		$1.23M Buy
3,980
+487
+14% +$154K 0.1% 230
2020
Q4 		$1.16M Buy
3,493
+67
+2% +$22.1K 0.09% 217
2020
Q3 		$1.15M Buy
3,426
+33
+1% +$11.4K 0.09% 226
2020
Q2 		$1.11M Buy
3,393
+59
+2% +$17.1K 0.09% 240
2020
Q1 		$871K Buy
3,334
+93
+3% +$25.3K 0.1% 219
2019
Q4 		$871K Buy
3,241
+51
+2% +$13.1K 0.03% 300
2019
Q3 		$775K Sell
3,190
-5,831
-65% -$1.62M 0.08% 244
2019
Q2 		$2.58M Buy
9,021
+155
+2% +$42.9K 0.26% 83
2019
Q1 		$2.2M Buy
8,866
+1,021
+13% +$228K 0.24% 92
2018
Q4 		$1.57M Buy
7,845
+743
+10% +$164K 0.2% 116
2018
Q3 		$1.59M Sell
7,102
-1,824
-20% -$396K 0.17% 143
2018
Q2 		$1.77M Sell
8,926
-591
-6% -$118K 0.14% 158
2018
Q1 		$1.9M Buy
9,517
+504
+6% +$102K 0.16% 135
2017
Q4 		$1.74M Buy
9,013
+259
+3% +$49.7K 0.14% 143
2017
Q3 		$1.58M Buy
8,754
+4,298
+96% +$702K 0.15% 141
2017
Q2 		$717K Sell
4,456
-4,514
-50% -$738K 0.11% 201
2017
Q1 		$1.46M Sell
8,970
-1,011
-10% -$177K 0.15% 141
2016
Q4 		$1.63M Buy
+9,981
New +$1.59M 0.21% 104

Other funds holding FDS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return