Twin Peaks Wealth Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Twin Peaks Wealth Advisors's FDS Position: Q2 2026 in Review
Twin Peaks Wealth Advisors sold out of Factset (FDS) in Q2 2026, closing a stake of 13 shares — an estimated $2.82K sold.
Twin Peaks Wealth Advisors first reported a position in FDS in Q2 2025 and held it in 2 quarters. The position peaked at $4.45K in Q2 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Twin Peaks Wealth Advisors reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
- Twin Peaks Wealth Advisors sold 13 Factset shares in Q2 2026, an estimated $2.82K.
- Twin Peaks Wealth Advisors first reported a position in Factset in Q2 2025 and held it in 2 quarters.
- Twin Peaks Wealth Advisors's Factset position peaked at $4.45K in Q2 2025.
- 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.