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FactSet Research Systems shares owned by Compass Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Compass Wealth Management from 13F filings

Historical chart of Compass Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Compass Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $47k 103 454.40
2023-12-31 $49k 103 477.06
2023-09-30 $45k 103 437.26
2023-06-30 $41k 103 400.65
2023-03-31 $43k 103 415.10
2022-12-31 $41k 103 401.21