Oxler Private Wealth’s Factset FDS Stock Holding History

Oxler Private Wealth’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 Q4	–	Sell	-71	Closed	-$28.5K	–	173
2022 Q3	$28.5K	Hold	71	–	–	0.02%	266
2022 Q2	$27.4K	Buy	+71	New	+$27.8K	0.01%	177

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oxler Private Wealth's FDS Position: Q4 2022 in Review

Oxler Private Wealth sold out of Factset (FDS) in Q4 2022, closing a stake of 71 shares — an estimated $28.5K sold.

Oxler Private Wealth first reported a position in FDS in Q2 2022 and held it in 2 quarters. The position peaked at $28.5K in Q3 2022. 741 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

Oxler Private Wealth reported no remaining Factset position as of Q4 2022 after selling out during the quarter.
Oxler Private Wealth sold 71 Factset shares in Q4 2022, an estimated $28.5K.
Oxler Private Wealth first reported a position in Factset in Q2 2022 and held it in 2 quarters.
Oxler Private Wealth's Factset position peaked at $28.5K in Q3 2022.
741 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.