Spearhead Capital Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$340K Buy
850
+48
+6% +$20.3K 0.37% 80
2022
Q2
$308K Buy
+802
New +$314K 0.05% 120

Other funds holding FDS

Spearhead Capital Advisors's FDS Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Factset (FDS) stake by 6% in Q3 2022, buying an estimated $20.3K and bringing the position to 850 shares worth $340K. The position accounts for 0.37% of the portfolio, ranked #80.

Spearhead Capital Advisors first reported a position in FDS in Q2 2022 and has held it in 2 quarters since. 693 funds tracked by Wall St. Rank hold FDS as of Q3 2022.

  • Spearhead Capital Advisors held 850 shares of Factset worth $340K as of Q3 2022.
  • Spearhead Capital Advisors bought 48 Factset shares in Q3 2022, an estimated $20.3K.
  • Factset made up 0.37% of Spearhead Capital Advisors's portfolio in Q3 2022, its #80 holding.
  • Spearhead Capital Advisors first reported a position in Factset in Q2 2022 and has held it in 2 quarters since.
  • 693 funds tracked by Wall St. Rank held Factset as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.