Planned Solutions’s Factset FDS Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-220	Closed	-$101K	–	281
2024 Q3	$101K	Buy	+220	New	+$93.4K	0.04%	204
2024 Q1	–	Sell	-220	Closed	-$105K	–	238
2023 Q4	$105K	Buy	+220	New	+$99K	0.05%	182

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's FDS Position: Q4 2024 in Review

Planned Solutions sold out of Factset (FDS) in Q4 2024, closing a stake of 220 shares — an estimated $101K sold.

Planned Solutions first reported a position in FDS in Q4 2023 and held it in 2 quarters. The position peaked at $105K in Q4 2023. 845 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

Planned Solutions reported no remaining Factset position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 220 Factset shares in Q4 2024, an estimated $101K.
Planned Solutions first reported a position in Factset in Q4 2023 and held it in 2 quarters.
Planned Solutions's Factset position peaked at $105K in Q4 2023.
845 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.