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Moisand Fitzgerald Tamayo’s Factset FDS Stock Holding History

Moisand Fitzgerald Tamayo’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
2023
Q4 		– Sell
-8
Closed -$3.5K – 707
2023
Q3 		$3.5K Hold
8
– – ﹤0.01% 480
2023
Q2 		$3.21K Hold
8
– – ﹤0.01% 462
2023
Q1 		$3.32K Hold
8
– – ﹤0.01% 467
2022
Q4 		$3.21K Buy
8
+4
+100% +$1.7K ﹤0.01% 467
2022
Q3 		$2K Buy
+4
New +$1.69K ﹤0.01% 491

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FDS Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Factset (FDS) in Q4 2023, closing a stake of 8 shares — an estimated $3.5K sold.

Moisand Fitzgerald Tamayo first reported a position in FDS in Q3 2022 and held it in 5 quarters. The position peaked at $3.5K in Q3 2023. 773 funds tracked by Wall St. Rank hold FDS as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Factset position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 8 Factset shares in Q4 2023, an estimated $3.5K.
  • Moisand Fitzgerald Tamayo first reported a position in Factset in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Factset position peaked at $3.5K in Q3 2023.
  • 773 funds tracked by Wall St. Rank held Factset as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.