Carolina Wealth Advisors »

FactSet Research Systems shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2k 7 459.86

More positions owned by Carolina Wealth Advisors

Vanguard Long-term Bond Etf Etf (BLV)
Schwab Us Tips Etf Etf (SCHP)
Radian Group Stock (RDN)
Dicks Sporting Goods Stock (DKS)
Abbvie Stock (ABBV)
Packaging Corp Amer Stock (PKG)
Fastenal Stock (FAST)
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)
Verizon Communications Stock (VZ)
Williams Sonoma Stock (WSM)
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX)
Ford Mtr Stock (F)
Broadcom Stock (AVGO)
Schwab U.s. Large-cap Etf Etf (SCHX)
City Hldg Stock (CHCO)

View all positions for Carolina Wealth Advisors

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