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FactSet Research Systems shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 44 459.84
2024-06-30 $18k 44 408.27
2024-03-31 $20k 44 454.39
2023-12-31 $21k 44 477.05
2023-09-30 $19k 44 437.25
2023-06-30 $18k 44 400.66

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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