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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sargent Bickham Lagudis's FDS Position: Q2 2021 in Review

Sargent Bickham Lagudis sold out of Factset (FDS) in Q2 2021, closing a stake of 30 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in FDS in Q2 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2021. 595 funds tracked by Wall St. Rank hold FDS as of Q2 2021.

Sargent Bickham Lagudis reported no remaining Factset position as of Q2 2021 after selling out during the quarter.
Sargent Bickham Lagudis sold 30 Factset shares in Q2 2021, an estimated $9K.
Sargent Bickham Lagudis first reported a position in Factset in Q2 2017 and held it in 6 quarters.
Sargent Bickham Lagudis's Factset position peaked at $9K in Q1 2021.
595 funds tracked by Wall St. Rank held Factset as of Q2 2021.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2021, filed 19 Jul 2021.