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FactSet Research Systems shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 32k 459.88
2024-06-30 $13M 31k 408.27
2024-03-31 $13M 28k 454.39
2023-12-31 $13M 28k 477.06
2023-09-30 $12M 27k 437.26
2023-06-30 $11M 27k 400.65
2023-03-31 $4.3M 10k 415.09
2022-12-31 $4.1M 10k 401.21
2022-09-30 $4.0M 10k 400.12
2022-06-30 $3.8M 9.9k 384.58
2022-03-31 $4.2M 9.8k 434.19
2021-12-31 $4.4M 9.1k 481.46
2021-09-30 $3.5M 8.9k 396.22
2021-06-30 $2.9M 8.8k 335.31
2021-03-31 $2.6M 8.5k 309.53
2020-12-31 $2.6M 7.9k 332.53
2020-09-30 $2.4M 7.3k 334.93
2020-06-30 $2.3M 6.9k 332.47
2020-03-31 $2.8M 11k 260.20
2019-12-31 $2.8M 10k 268.30