FactSet Research Systems shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.0M | 2.1k | 480.31 |
| 2024-09-30 | $1.0M | 2.2k | 459.88 |
| 2024-06-30 | $743k | 1.8k | 408.30 |
| 2024-03-31 | $721k | 1.6k | 454.42 |
| 2023-12-31 | $757k | 1.6k | 477.08 |
| 2023-09-30 | $687k | 1.6k | 437.29 |
| 2023-06-30 | $628k | 1.6k | 400.54 |
| 2023-03-31 | $688k | 1.7k | 414.99 |
| 2022-12-31 | $682k | 1.7k | 401.11 |
| 2022-09-30 | $698k | 1.7k | 399.77 |
| 2022-06-30 | $648k | 1.7k | 384.57 |
| 2022-03-31 | $746k | 1.7k | 434.48 |
| 2021-12-31 | $831k | 1.7k | 485.96 |
| 2021-09-30 | $925k | 2.3k | 394.62 |
| 2021-06-30 | $687k | 2.0k | 335.45 |
| 2021-03-31 | $587k | 1.9k | 308.62 |
| 2020-12-31 | $541k | 1.6k | 332.31 |
| 2020-09-30 | $507k | 1.5k | 335.10 |
| 2020-06-30 | $401k | 1.2k | 328.69 |
More positions owned by Institute For Wealth Management
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