FactSet Research Systems shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in FactSet Research Systems
Tip: Access up to 7 years of quarterly data
All positions including FactSet Research Systems held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in FactSet Research Systems by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $173k | 380 | 454.39 |
| 2023-12-31 | $181k | 380 | 477.05 |
| 2023-09-30 | $176k | 403 | 437.26 |
| 2023-06-30 | $21k | 53 | 400.66 |
| 2023-03-31 | $22k | 54 | 415.09 |
| 2022-12-31 | $30k | 75 | 401.21 |
| 2022-09-30 | $29k | 73 | 397.26 |
| 2022-06-30 | $23k | 61 | 377.05 |
| 2022-03-31 | $30k | 69 | 434.78 |
| 2021-12-31 | $28k | 57 | 491.23 |
| 2021-09-30 | $20k | 50 | 400.00 |
| 2021-06-30 | $17k | 50 | 340.00 |
| 2021-03-31 | $15k | 50 | 300.00 |
| 2020-12-31 | $13k | 38 | 342.11 |
| 2020-09-30 | $13k | 38 | 342.11 |
| 2020-06-30 | $12k | 38 | 315.79 |
| 2020-03-31 | $10k | 38 | 263.16 |
| 2019-12-31 | $10k | 38 | 263.16 |
| 2019-09-30 | $9.0k | 38 | 236.84 |
| 2019-06-30 | $11k | 38 | 289.47 |
| 2019-03-31 | $9.0k | 38 | 236.84 |
| 2018-12-31 | $8.0k | 38 | 210.53 |
| 2018-09-30 | $21k | 92 | 228.26 |
| 2018-06-30 | $8.0k | 38 | 210.53 |