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FDS icon

Sachetta’s Factset FDS Stock Holding History

Sachetta’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
2026
Q2 		$4.37K Sell
19
-1
-5% -$230 ﹤0.01% 691
2026
Q1 		$4.34K Buy
20
+4
+25% +$933 ﹤0.01% 705
2025
Q4 		$4.64K Buy
16
+8
+100% +$2.25K ﹤0.01% 564
2025
Q3 		$2.29K Buy
8
+4
+100% +$1.53K ﹤0.01% 791
2025
Q2 		$1.79K Buy
+4
New +$1.75K ﹤0.01% 832
2024
Q3 		– Sell
-1
Closed -$417 – 1248
2024
Q2 		$417 Buy
+1
New +$425 ﹤0.01% 1179

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return