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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Quarterly reported holdings in FactSet Research Systems by Cerro Pacific Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $403k | 1.4k | 286.50 |
| 2025-06-30 | $726k | 1.6k | 447.37 |
| 2025-03-31 | $842k | 1.8k | 480.33 |
| 2024-12-31 | $809k | 1.8k | 459.77 |
| 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 |
More positions owned by Cerro Pacific Wealth Advisors
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