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WealthBridge Capital Management’s Factset FDS Stock Holding History

WealthBridge 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
2019
Q2 		– Sell
-2
Closed -$1K – 354
2019
Q1 		$1K Buy
+2
New +$447 ﹤0.01% 876

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Loomis, Sayles & Company
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthBridge Capital Management's FDS Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Factset (FDS) in Q2 2019, closing a stake of 2 shares — an estimated $1K sold.

WealthBridge Capital Management first reported a position in FDS in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 506 funds tracked by Wall St. Rank hold FDS as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Factset position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2 Factset shares in Q2 2019, an estimated $1K.
  • WealthBridge Capital Management first reported a position in Factset in Q1 2019 and held it in 1 quarter.
  • WealthBridge Capital Management's Factset position peaked at $1K in Q1 2019.
  • 506 funds tracked by Wall St. Rank held Factset as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.