West Family Investments’s Factset FDS Stock Holding History

West Family Investments’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 Q2	–	Sell	-461	Closed	-$200K	–	266
2022 Q1	$200K	Hold	461	–	–	0.06%	272
2021 Q4	$224K	Buy	+461	New	+$207K	0.06%	272

Other funds holding FDS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Family Investments's FDS Position: Q2 2022 in Review

West Family Investments sold out of Factset (FDS) in Q2 2022, closing a stake of 461 shares — an estimated $200K sold.

West Family Investments first reported a position in FDS in Q4 2021 and held it in 2 quarters. The position peaked at $224K in Q4 2021. 692 funds tracked by Wall St. Rank hold FDS as of Q2 2022.

West Family Investments reported no remaining Factset position as of Q2 2022 after selling out during the quarter.
West Family Investments sold 461 Factset shares in Q2 2022, an estimated $200K.
West Family Investments first reported a position in Factset in Q4 2021 and held it in 2 quarters.
West Family Investments's Factset position peaked at $224K in Q4 2021.
692 funds tracked by Wall St. Rank held Factset as of Q2 2022.

Based on West Family Investments's 13F filing for Q2 2022, filed 12 Aug 2022.