A detailed history of Kfg Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 1,067 shares of FDS stock, worth $515,915. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,067
Previous 1,008 5.85%
Holding current value
$515,915
Previous $411,000 19.22%
% of portfolio
0.14%
Previous 0.18%

Shares

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

Oct 15, 2024

BUY
$397.04 - $469.48 $23,425 - $27,699
59 Added 5.85%
1,067 $490,000
Q2 2024

Jul 19, 2024

BUY
$394.89 - $452.48 $24,483 - $28,053
62 Added 6.55%
1,008 $411,000
Q1 2024

Apr 19, 2024

BUY
$443.86 - $487.9 $4,438 - $4,879
10 Added 1.07%
946 $429,000
Q4 2023

Jan 31, 2024

SELL
$420.42 - $477.05 $10,930 - $12,403
-26 Reduced 2.7%
936 $446,000
Q3 2023

Oct 17, 2023

BUY
$387.57 - $441.86 $50,771 - $57,883
131 Added 15.76%
962 $420,000
Q2 2023

Jul 18, 2023

BUY
$384.58 - $423.34 $319,585 - $351,795
831 New
831 $333 Million

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
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