A detailed history of Robertson Stephens Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,730 shares of FDS stock, worth $789,035. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,730
Previous 1,742 0.69%
Holding current value
$789,035
Previous $800,000 3.75%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025

SELL
$449.69 - $495.72 $5,396 - $5,948
-12 Reduced 0.69%
1,730 $830,000
Q3 2024

Nov 12, 2024

BUY
$397.04 - $469.48 $91,319 - $107,980
230 Added 15.21%
1,742 $800,000
Q2 2024

Aug 13, 2024

BUY
$394.89 - $452.48 $1,184 - $1,357
3 Added 0.2%
1,512 $617,000
Q1 2024

May 15, 2024

BUY
$443.86 - $487.9 $669,784 - $736,241
1,509 New
1,509 $685,000

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 $17.4B
  • 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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