WealthPLAN Partners’s Factset FDS Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-7	Closed	-$2.81K	–	570
2023 Q2	$2.81K	Buy	+7	New	+$2.82K	﹤0.01%	1020

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's FDS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Factset (FDS) in Q3 2023, closing a stake of 7 shares — an estimated $2.81K sold.

WealthPLAN Partners first reported a position in FDS in Q2 2023 and held it in 1 quarter. The position peaked at $2.81K in Q2 2023. 732 funds tracked by Wall St. Rank hold FDS as of Q3 2023.

WealthPLAN Partners reported no remaining Factset position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 7 Factset shares in Q3 2023, an estimated $2.81K.
WealthPLAN Partners first reported a position in Factset in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's Factset position peaked at $2.81K in Q2 2023.
732 funds tracked by Wall St. Rank held Factset as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.