Safeguard Investment Advisory Group’s Factset FDS Stock Holding History

Safeguard Investment Advisory Group’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
2021 Q1	–	Sell	-2	Closed	–	–	279
2020 Q4	$0	Buy	+2	New	+$661	﹤0.01%	734

Other funds holding FDS

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Investment Advisory Group's FDS Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Factset (FDS) in Q1 2021, closing a stake of 2 shares.

Safeguard Investment Advisory Group first reported a position in FDS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 575 funds tracked by Wall St. Rank hold FDS as of Q1 2021.

Safeguard Investment Advisory Group reported no remaining Factset position as of Q1 2021 after selling out during the quarter.
Safeguard Investment Advisory Group sold 2 Factset shares in Q1 2021.
Safeguard Investment Advisory Group first reported a position in Factset in Q4 2020 and held it in 1 quarter.
Safeguard Investment Advisory Group's Factset position peaked at $0 in Q4 2020.
575 funds tracked by Wall St. Rank held Factset as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.