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Synergy Investment Management’s Factset FDS Stock Holding History

Synergy Investment 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
2025
Q2 		– Sell
-5
Closed -$2.27K – 240
2025
Q1 		$2.27K Hold
5
– – ﹤0.01% 535
2024
Q4 		$2.4K Buy
+5
New +$2.38K ﹤0.01% 555

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Synergy Investment Management's FDS Position: Q2 2025 in Review

Synergy Investment Management sold out of Factset (FDS) in Q2 2025, closing a stake of 5 shares — an estimated $2.27K sold.

Synergy Investment Management first reported a position in FDS in Q4 2024 and held it in 2 quarters. The position peaked at $2.4K in Q4 2024. 835 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Synergy Investment Management reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 5 Factset shares in Q2 2025, an estimated $2.27K.
  • Synergy Investment Management first reported a position in Factset in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Factset position peaked at $2.4K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.