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FactSet Research Systems shares owned by Fort Point Capital Partners

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Fort Point Capital Partners from 13F filings

Historical chart of Fort Point Capital Partners investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Fort Point Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Fort Point Capital Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $240k 500 480.24

More positions owned by Fort Point Capital Partners

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Freshpet (FRPT)
Schwab Strategic Tr Mun Bd Etf (SCMB)
Ishares Tr Msci Eafe Etf Put Option (EFA)
Ishares Tr Core S&p500 Etf (IVV)
Cleanspark Com New (CLSK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fort Point Capital Partners

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management

View all funds holding FactSet Research Systems