Outlook Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Outlook Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $260k 573 454.41
2023-12-31 $214k 449 477.05

More positions owned by Outlook Wealth Advisors

Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr High Yld Systm B (HYDB)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Spdr Ser Tr Bloomberg Invt (FLRN)
Stewart Information Services Corporation (STC)
Ishares Tr Core Msci Eafe (IEFA)
NVIDIA Corporation (NVDA)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Outlook Wealth Advisors

Top funds holding FactSet Research Systems

Vanguard Group
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Charles Schwab Investment Management
Legal & General Group
Btim
Congress Asset Management
Bank of New York Mellon
Mitsubishi UFJ Asset Management

View all funds holding FactSet Research Systems