A detailed history of Strategic Wealth Partners, Ltd. transactions in Factset Research Systems Inc stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 1,796 shares of FDS stock, worth $733,252. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,660 8.19%
Holding current value
$733,252
Previous $791,000 3.16%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024

BUY
$443.86 - $487.9 $60,364 - $66,354
136 Added 8.19%
1,796 $816,000
Q4 2023

May 20, 2024

SELL
$420.42 - $477.05 $2.06 Million - $2.34 Million
-4,900 Reduced 74.7%
1,660 $791,000
Q3 2023

May 20, 2024

BUY
$387.57 - $441.86 $976,676 - $1.11 Million
2,520 Added 62.38%
6,560 $2.87 Million
Q2 2023

May 20, 2024

BUY
$384.58 - $423.34 $1.55 Million - $1.71 Million
4,040 New
4,040 $1.62 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 $15.5B
  • 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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