Sagespring Wealth Partners’s Factset FDS Stock Holding History

Sagespring Wealth Partners’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
2025 Q1	–	Sell	-513	Closed	-$246K	–	669
2024 Q4	$246K	Buy	+513	New	+$244K	0.01%	532

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Sagespring Wealth Partners's FDS Position: Q1 2025 in Review

Sagespring Wealth Partners sold out of Factset (FDS) in Q1 2025, closing a stake of 513 shares — an estimated $246K sold.

Sagespring Wealth Partners first reported a position in FDS in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Sagespring Wealth Partners reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Sagespring Wealth Partners sold 513 Factset shares in Q1 2025, an estimated $246K.
Sagespring Wealth Partners first reported a position in Factset in Q4 2024 and held it in 1 quarter.
Sagespring Wealth Partners's Factset position peaked at $246K in Q4 2024.
826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Sagespring Wealth Partners's 13F filing for Q1 2025, filed 17 Apr 2025.