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LGT Financial Advisors’s Factset FDS Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-57
Closed -$27.4K – 455
2024
Q4 		$27.4K Hold
57
– – 0.06% 241
2024
Q3 		$26.2K Hold
57
– – 0.06% 223
2024
Q2 		$23.3K Hold
57
– – 0.05% 272
2024
Q1 		$25.9K Hold
57
– – 0.03% 316
2023
Q4 		$27.2K Hold
57
– – 0.03% 281
2023
Q3 		$24.9K Buy
+57
New +$24.3K 0.03% 297

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

LGT Financial Advisors's FDS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Factset (FDS) in Q1 2025, closing a stake of 57 shares — an estimated $27.4K sold.

LGT Financial Advisors first reported a position in FDS in Q3 2023 and held it in 6 quarters. The position peaked at $27.4K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 57 Factset shares in Q1 2025, an estimated $27.4K.
  • LGT Financial Advisors first reported a position in Factset in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Factset position peaked at $27.4K in Q4 2024.
  • 826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.