ZCA
FDS icon

Zeke Capital Advisors’s Factset FDS Stock Holding History

Zeke Capital 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
2022
Q4 		$617K Buy
+1,538
New +$655K 0.04% 208

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
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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zeke Capital Advisors's FDS Position: Q4 2022 in Review

Zeke Capital Advisors opened a new position in Factset (FDS) in Q4 2022: 1,538 shares worth $617K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings.

742 funds tracked by Wall St. Rank hold FDS as of Q4 2022.

  • Zeke Capital Advisors held 1,538 shares of Factset worth $617K as of Q4 2022.
  • Factset was a new Zeke Capital Advisors position in Q4 2022.
  • Factset made up 0.04% of Zeke Capital Advisors's portfolio in Q4 2022, its #208 holding.
  • 742 funds tracked by Wall St. Rank held Factset as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.