A detailed history of Outlook Wealth Advisors, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 788 shares of FDS stock, worth $385,907. This represents 0.13% of its overall portfolio holdings.

Number of Shares
788
Previous 717 9.9%
Holding current value
$385,907
Previous $292,000 23.97%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Oct 23, 2024

BUY
$397.04 - $469.48 $28,189 - $33,333
71 Added 9.9%
788 $362,000
Q2 2024

Jul 18, 2024

BUY
$394.89 - $452.48 $56,864 - $65,157
144 Added 25.13%
717 $292,000
Q1 2024

Apr 22, 2024

BUY
$443.86 - $487.9 $55,038 - $60,499
124 Added 27.62%
573 $260,000
Q4 2023

Jan 29, 2024

BUY
$420.42 - $477.05 $188,768 - $214,195
449 New
449 $214,000

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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