A detailed history of Icon Wealth Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 4,416 shares of FDS stock, worth $2.16 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,416
Previous 378 1068.25%
Holding current value
$2.16 Million
Previous $154,000 1218.18%
% of portfolio
0.06%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$397.04 - $469.48 $1.6 Million - $1.89 Million
-4,035 Reduced 91.37%
381 $175,000
Q3 2024

Nov 12, 2024

BUY
$397.04 - $469.48 $1.6 Million - $1.9 Million
4,038 Added 1068.25%
4,416 $2.03 Million
Q2 2024

Aug 14, 2024

BUY
$394.89 - $452.48 $8,292 - $9,502
21 Added 5.88%
378 $154,000
Q1 2024

May 15, 2024

BUY
$443.86 - $487.9 $24,856 - $27,322
56 Added 18.6%
357 $162,000
Q4 2023

Feb 14, 2024

BUY
$420.42 - $477.05 $126,546 - $143,592
301 New
301 $143,000
Q3 2022

Jan 25, 2023

BUY
$388.42 - $457.08 $114,972 - $135,295
296 New
296 $118,000

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 $18.6B
  • 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
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