TFS
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TrustCore Financial Services’s Factset FDS Stock Holding History

TrustCore Financial Services’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
Q4 		$6.82K Buy
+17
New +$7.24K ﹤0.01% 779

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrustCore Financial Services's FDS Position: Q4 2022 in Review

TrustCore Financial Services opened a new position in Factset (FDS) in Q4 2022: 17 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings.

742 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

  • TrustCore Financial Services held 17 shares of Factset worth $6.82K as of Q4 2022.
  • Factset was a new TrustCore Financial Services position in Q4 2022.
  • Factset made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #779 holding.
  • 742 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.