SPWM
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Spartan Planning & Wealth Management’s Factset FDS Stock Holding History

Spartan Planning & Wealth Management’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
2022
Q2 		– Sell
-7
Closed -$3K – 120
2022
Q1 		$3K Buy
+7
New +$2.95K ﹤0.01% 122

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spartan Planning & Wealth Management's FDS Position: Q2 2022 in Review

Spartan Planning & Wealth Management sold out of Factset (FDS) in Q2 2022, closing a stake of 7 shares — an estimated $3K sold.

Spartan Planning & Wealth Management first reported a position in FDS in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

  • Spartan Planning & Wealth Management reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 7 Factset shares in Q2 2022, an estimated $3K.
  • Spartan Planning & Wealth Management first reported a position in Factset in Q1 2022 and held it in 1 quarter.
  • Spartan Planning & Wealth Management's Factset position peaked at $3K in Q1 2022.
  • 692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.