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FactSet Research Systems shares owned by Outlook Wealth Advisors

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

Historical chart of Outlook Wealth Advisors investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $362k 788 459.89
2024-06-30 $293k 717 408.29
2024-03-31 $260k 573 454.41
2023-12-31 $214k 449 477.05

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Aim Etf Products Trust Allianzim Us Lrg (AUGW)
Spdr Ser Tr Bloomberg Invt (FLRN)
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Stewart Information Services Corporation (STC)
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Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

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