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Vigilant Capital Management’s Factset FDS Stock Holding History

Vigilant Capital 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
2023
Q2 		$3K Hold
8
– – ﹤0.01% 438
2023
Q1 		$3K Hold
8
– – ﹤0.01% 420
2022
Q4 		$3K Hold
8
– – ﹤0.01% 473
2022
Q3 		$3K Hold
8
– – ﹤0.01% 543
2022
Q2 		$3K Hold
8
– – ﹤0.01% 556
2022
Q1 		$3K Hold
8
– – ﹤0.01% 548
2021
Q4 		$4K Hold
8
– – ﹤0.01% 594
2021
Q3 		$3K Buy
+8
New +$2.91K ﹤0.01% 728

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

Vigilant Capital Management's FDS Position: Q2 2023 in Review

Vigilant Capital Management held its Factset (FDS) position steady in Q2 2023 at 8 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Vigilant Capital Management first reported a position in FDS in Q3 2021 and has held it in 8 quarters since. The position peaked at $4K in Q4 2021. 735 funds tracked by Wall St. Rank hold FDS as of Q2 2023.

  • Vigilant Capital Management held 8 shares of Factset worth $3K as of Q2 2023.
  • Vigilant Capital Management left its Factset share count unchanged in Q2 2023.
  • Factset made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #438 holding.
  • Vigilant Capital Management first reported a position in Factset in Q3 2021 and has held it in 8 quarters since.
  • Vigilant Capital Management's Factset position peaked at $4K in Q4 2021.
  • 735 funds tracked by Wall St. Rank held Factset as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.