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WR Wealth Planners’s Factset FDS Stock Holding History

WR Wealth Planners’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
2024
Q4 		$17.8K Hold
37
– – 0.01% 494
2024
Q3 		$17K Buy
37
+8
+28% +$3.4K ﹤0.01% 529
2024
Q2 		$11.8K Buy
29
+3
+12% +$1.27K ﹤0.01% 562
2024
Q1 		$11.8K Buy
+26
New +$12.1K ﹤0.01% 565
2023
Q4 		– Sell
-26
Closed -$11.4K – 414
2023
Q3 		$11.4K Hold
26
– – ﹤0.01% 526
2023
Q2 		$10.4K Buy
+26
New +$10.5K ﹤0.01% 559

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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 $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's FDS Position: Q4 2024 in Review

WR Wealth Planners held its Factset (FDS) position steady in Q4 2024 at 37 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #494.

WR Wealth Planners first reported a position in FDS in Q2 2023 and has held it in 6 quarters since. 846 funds tracked by Wall St. Rank hold FDS as of Q4 2024.

  • WR Wealth Planners held 37 shares of Factset worth $17.8K as of Q4 2024.
  • WR Wealth Planners left its Factset share count unchanged in Q4 2024.
  • Factset made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #494 holding.
  • WR Wealth Planners first reported a position in Factset in Q2 2023 and has held it in 6 quarters since.
  • 846 funds tracked by Wall St. Rank held Factset as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.