A detailed history of Sage Private Wealth Group, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 560 shares of FDS stock, worth $270,984. This represents 0.3% of its overall portfolio holdings.

Number of Shares
560
Previous 560 -0.0%
Holding current value
$270,984
Previous $215,000 4.19%
% of portfolio
0.3%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 01, 2022

BUY
$348.71 - $444.57 $10,112 - $12,892
29 Added 5.46%
560 $215,000
Q1 2022

May 13, 2022

BUY
$392.82 - $476.02 $22,390 - $27,133
57 Added 12.03%
531 $231,000
Q4 2021

Jan 24, 2022

SELL
$394.13 - $488.85 $8,276 - $10,265
-21 Reduced 4.24%
474 $230,000
Q1 2021

May 18, 2021

BUY
$294.35 - $335.44 $15,306 - $17,442
52 Added 11.74%
495 $153,000
Q4 2020

Mar 02, 2021

BUY
$306.5 - $351.71 $135,779 - $155,807
443 New
443 $147,000

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 $18.4B
  • 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
Track This Portfolio

Track Sage Private Wealth Group, LLC Portfolio

Follow Sage Private Wealth Group, LLC 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 Sage Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Private Wealth Group, LLC with notifications on news.