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West Paces Advisors’s Factset FDS Stock Holding History

West Paces Advisors’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
2025
Q2 		– Sell
-2
Closed -$909 – 334
2025
Q1 		$909 Hold
2
– – ﹤0.01% 497
2024
Q4 		$961 Hold
2
– – ﹤0.01% 487
2024
Q3 		$920 Hold
2
– – ﹤0.01% 478
2024
Q2 		$817 Hold
2
– – ﹤0.01% 504
2024
Q1 		$909 Buy
+2
New +$932 ﹤0.01% 510
2022
Q2 		– Sell
-1
Closed -$434 – 588
2022
Q1 		$434 Buy
+1
New +$422 ﹤0.01% 556

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

West Paces Advisors's FDS Position: Q2 2025 in Review

West Paces Advisors sold out of Factset (FDS) in Q2 2025, closing a stake of 2 shares — an estimated $909 sold.

West Paces Advisors first reported a position in FDS in Q1 2022 and held it in 6 quarters. The position peaked at $961 in Q4 2024. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • West Paces Advisors reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • West Paces Advisors sold 2 Factset shares in Q2 2025, an estimated $909.
  • West Paces Advisors first reported a position in Factset in Q1 2022 and held it in 6 quarters.
  • West Paces Advisors's Factset position peaked at $961 in Q4 2024.
  • 837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.