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FactSet Research Systems shares owned by Cerro Pacific Wealth Advisors

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

Historical chart of Cerro Pacific Wealth Advisors investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Cerro Pacific Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $708k 1.7k 408.31
2024-06-30 $708k 1.7k 408.31
2023-03-31 $696k 1.7k 415.00
2022-12-31 $651k 1.6k 401.26
2022-09-30 $650k 1.6k 400.25
2022-06-30 $687k 1.8k 384.87
2022-03-31 $872k 2.0k 434.05
2021-12-31 $962k 2.0k 486.10
2021-09-30 $819k 2.1k 394.89
2021-06-30 $901k 2.7k 335.69
2020-12-31 $1.1M 3.4k 332.56