A detailed history of Clearstead Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 73 shares of FDS stock, worth $35,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
73
Previous 88 17.05%
Holding current value
$35,296
Previous $35,000 5.71%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$397.04 - $469.48 $5,955 - $7,042
-15 Reduced 17.05%
73 $33,000
Q2 2024

Aug 09, 2024

BUY
$394.89 - $452.48 $10,267 - $11,764
26 Added 41.94%
88 $35,000
Q3 2023

Nov 07, 2023

BUY
$387.57 - $441.86 $6,588 - $7,511
17 Added 37.78%
62 $27,000
Q1 2023

May 09, 2023

SELL
$392.59 - $435.27 $5,888 - $6,529
-15 Reduced 25.0%
45 $18,000
Q3 2022

Nov 14, 2022

BUY
$388.42 - $457.08 $8,156 - $9,598
21 Added 53.85%
60 $24,000
Q4 2021

Feb 14, 2022

BUY
$394.13 - $488.85 $13,006 - $16,132
33 Added 550.0%
39 $19,000
Q3 2020

Nov 12, 2020

BUY
$322.6 - $360.92 $1,935 - $2,165
6 New
6 $2,000

Others Institutions Holding FDS

About FACTSET RESEARCH SYSTEMS INC


  • Ticker FDS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Financial Data & Stock Exchanges
  • Shares Outstandng 38,079,400
  • Market Cap $18.4B
  • Description
  • FactSet Research Systems Inc., a financial data and analytics company, provides integrated financial information and analytical applications to the investment community in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company delivers insight and information through the workflow solutions of research, analytics and tra...
More about FDS
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.