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Sargent Bickham Lagudis’s Factset FDS Stock Holding History

Sargent Bickham Lagudis’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
Q2 		– Sell
-30
Closed -$9K – 946
2021
Q1 		$9K Buy
+30
New +$9.49K ﹤0.01% 716
2019
Q2 		– Sell
-16
Closed -$4K – 770
2019
Q1 		$4K Buy
+16
New +$3.58K ﹤0.01% 709
2018
Q2 		– Sell
-8
Closed -$2K – 764
2018
Q1 		$2K Hold
8
– – ﹤0.01% 725
2017
Q4 		$2K Hold
8
– – ﹤0.01% 750
2017
Q3 		$1K Hold
8
– – ﹤0.01% 785
2017
Q2 		$1K Buy
+8
New +$1.31K ﹤0.01% 745

Other funds holding FDS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return