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FactSet Research Systems shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Mission 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 3.1k 459.85
2024-06-30 $1.3M 3.2k 408.31
2024-03-31 $1.5M 3.4k 454.39
2023-12-31 $1.6M 3.4k 477.00
2023-09-30 $1.4M 3.2k 437.30
2023-06-30 $1.3M 3.1k 400.62
2023-03-31 $1.3M 3.1k 415.11
2022-12-31 $1.2M 3.1k 401.17
2022-09-30 $1.3M 3.1k 400.19
2022-06-30 $1.2M 3.2k 384.69
2022-03-31 $1.2M 2.8k 434.22
2021-12-31 $1.2M 2.5k 486.14
2021-09-30 $1.0M 2.6k 394.71
2021-06-30 $858k 2.6k 335.68
2021-03-31 $807k 2.6k 308.72
2020-12-31 $761k 2.3k 332.60
2020-09-30 $594k 1.8k 335.03
2020-06-30 $569k 1.7k 328.33
2020-03-31 $433k 1.7k 260.69
2019-12-31 $455k 1.7k 268.28
2019-09-30 $400k 1.6k 243.16
2019-06-30 $494k 1.7k 286.38
2019-03-31 $463k 1.9k 248.26
2018-12-31 $327k 1.6k 200.37
2018-09-30 $352k 1.6k 223.78
2018-06-30 $277k 1.4k 197.86
2018-03-31 $217k 1.1k 199.08