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FactSet Research Systems shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $20k 50 401.20
2022-06-30 $19k 50 380.00
2022-03-31 $22k 50 440.00

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
BlackRock
Bamco
State Street Corporation
Morgan Stanley
Wells Fargo & Company
Kayne Anderson Rudnick Investment Management
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Massachusetts Financial Services
Amundi

View all funds holding FactSet Research Systems