A detailed history of Klein Pavlis & Peasley Financial, Inc. transactions in Factset Research Systems Inc stock. As of the latest transaction made, Klein Pavlis & Peasley Financial, Inc. holds 1,770 shares of FDS stock, worth $813,049. This represents 0.64% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,527 15.91%
Holding current value
$813,049
Previous $694 Million 4.15%
% of portfolio
0.64%
Previous 0.63%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$394.89 - $452.48 $95,958 - $109,952
243 Added 15.91%
1,770 $723 Million
Q1 2024

May 07, 2024

SELL
$443.86 - $487.9 $48,824 - $53,669
-110 Reduced 6.72%
1,527 $694 Million
Q4 2023

Jan 12, 2024

BUY
$420.42 - $477.05 $688,227 - $780,930
1,637 New
1,637 $781 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 $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
Track This Portfolio

Track Klein Pavlis & Peasley Financial, Inc. Portfolio

Follow Klein Pavlis & Peasley Financial, Inc. 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 Klein Pavlis & Peasley Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Klein Pavlis & Peasley Financial, Inc. with notifications on news.