A detailed history of Icon Wealth Partners, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 301 shares of FDS stock, worth $138,375. This represents 0.01% of its overall portfolio holdings.

Number of Shares
301
Previous 301 -0.0%
Holding current value
$138,375
Previous $120,000 9.17%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

BUY
$384.58 - $423.34 $3,076 - $3,386
8 Added 2.73%
301 $120,000
Q1 2023

May 11, 2023

BUY
$392.59 - $435.27 $115,028 - $127,534
293 New
293 $121,000
Q2 2019

Aug 13, 2019

SELL
$249.27 - $302.05 $84,751 - $102,697
-340 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$194.0 - $248.27 $65,960 - $84,411
340 New
340 $84,000
Q3 2018

Nov 14, 2018

SELL
$199.25 - $235.09 $64,756 - $76,404
-325 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
$186.05 - $215.79 $60,466 - $70,131
325 New
325 $64,000
Q1 2018

May 15, 2018

SELL
$187.99 - $215.63 $61,660 - $70,726
-328 Closed
0 $0
Q4 2017

Feb 13, 2018

BUY
$177.41 - $204.87 $58,190 - $67,197
328
328 $63,000

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 $17.5B
  • 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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