Seven Springs Wealth Group’s Factset FDS Stock Holding History

Seven Springs Wealth 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 Q4	–	Sell	-612	Closed	-$242K	–	69
2021 Q3	$242K	Hold	612	–	–	0.12%	68
2021 Q2	$205K	Buy	+612	New	+$200K	0.09%	76
2021 Q1	–	Sell	-17	Closed	-$6K	–	171
2020 Q4	$6K	Buy	+17	New	+$5.62K	﹤0.01%	125
2020 Q2	–	Sell	-81	Closed	-$21K	–	139
2020 Q1	$21K	Buy	+81	New	+$22K	0.01%	91

Other funds holding FDS

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

BlackRock New York $6.73T AUM 46.02% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Seven Springs Wealth Group's FDS Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Factset (FDS) in Q4 2021, closing a stake of 612 shares — an estimated $242K sold.

Seven Springs Wealth Group first reported a position in FDS in Q1 2020 and held it in 4 quarters. The position peaked at $242K in Q3 2021. 694 funds tracked by Wall St. Rank hold FDS as of Q4 2021.

Seven Springs Wealth Group reported no remaining Factset position as of Q4 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 612 Factset shares in Q4 2021, an estimated $242K.
Seven Springs Wealth Group first reported a position in Factset in Q1 2020 and held it in 4 quarters.
Seven Springs Wealth Group's Factset position peaked at $242K in Q3 2021.
694 funds tracked by Wall St. Rank held Factset as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.