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Northeast Financial Consultants’s Factset FDS Stock Holding History

Northeast Financial Consultants’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
2022
Q2 		– Sell
-524
Closed -$227K – 355
2022
Q1 		$227K Buy
+524
New +$221K 0.01% 353

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Kayne Anderson Rudnick Investment Management
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Northeast Financial Consultants's FDS Position: Q2 2022 in Review

Northeast Financial Consultants sold out of Factset (FDS) in Q2 2022, closing a stake of 524 shares — an estimated $227K sold.

Northeast Financial Consultants first reported a position in FDS in Q1 2022 and held it in 1 quarter. The position peaked at $227K in Q1 2022. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

  • Northeast Financial Consultants reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
  • Northeast Financial Consultants sold 524 Factset shares in Q2 2022, an estimated $227K.
  • Northeast Financial Consultants first reported a position in Factset in Q1 2022 and held it in 1 quarter.
  • Northeast Financial Consultants's Factset position peaked at $227K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on Northeast Financial Consultants's 13F filing for Q2 2022, filed 12 Aug 2022.