FactSet Research Systems shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $395k | 869 | 454.51 |
| 2023-12-31 | $379k | 794 | 477.14 |
| 2023-09-30 | $253k | 578 | 437.32 |
| 2021-12-31 | $243k | 501 | 485.03 |
| 2021-09-30 | $255k | 648 | 393.52 |
| 2021-06-30 | $221k | 659 | 335.36 |
| 2020-12-31 | $262k | 788 | 332.49 |
| 2020-09-30 | $262k | 784 | 334.18 |
| 2020-06-30 | $263k | 801 | 328.34 |
| 2019-06-30 | $1.0k | 6 | 166.67 |
| 2018-09-30 | $13k | 59 | 223.71 |
More positions owned by TRUE Private Wealth Advisors
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