A detailed history of Legacy Wealth Asset Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 658 shares of FDS stock, worth $302,495. This represents 0.08% of its overall portfolio holdings.

Number of Shares
658
Previous 633 3.95%
Holding current value
$302,495
Previous $287,000 6.62%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 14, 2024

BUY
$394.89 - $452.48 $9,872 - $11,312
25 Added 3.95%
658 $268,000
Q1 2024

Apr 19, 2024

BUY
$443.86 - $487.9 $887 - $975
2 Added 0.32%
633 $287,000
Q4 2023

Jan 10, 2024

BUY
$420.42 - $477.05 $840 - $954
2 Added 0.32%
631 $301,000
Q3 2023

Oct 31, 2023

SELL
$387.57 - $441.86 $14,340 - $16,348
-37 Reduced 5.56%
629 $275,000
Q2 2023

Aug 04, 2023

BUY
$384.58 - $423.34 $256,130 - $281,944
666 New
666 $266,000

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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