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FactSet Research Systems shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 3.3k 459.86
2024-06-30 $1.3M 3.2k 408.27
2024-03-31 $1.5M 3.3k 454.39
2023-12-31 $1.4M 3.0k 477.05
2023-09-30 $1.2M 2.6k 436.13
2023-06-30 $1.0M 2.6k 400.65