Valeo Financial Advisors, LLC Factset Research Systems Inc Transaction History

Valeo Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$309.13 - $347.1 $37,095 - $41,652	-120 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$294.35 - $335.44 $6,770 - $7,715	-23 Reduced 16.08%	120 $37,000
Q4 2020 Feb 11, 2021	BUY	$306.5 - $351.71 $36,780 - $42,205	120 Added 521.74%	143 $48,000
Q3 2020 Oct 28, 2020	SELL	$322.6 - $360.92 $22,582 - $25,264	-70 Reduced 75.27%	23 $8,000
Q2 2020 Jul 20, 2020	BUY	$253.11 - $342.16 $7,846 - $10,606	31 Added 50.0%	93 $31,000
Q1 2020 Apr 13, 2020	BUY	$204.55 - $308.66 $2,045 - $3,086	10 Added 19.23%	62 $17,000
Q3 2019 Oct 15, 2019	SELL	$242.12 - $296.52 $242 - $296	-1 Reduced 1.89%	52 $13,000
Q2 2019 Jul 10, 2019	SELL	$249.27 - $302.05 $6,730 - $8,155	-27 Reduced 33.75%	53 $15,000
Q4 2018 Jan 30, 2019	SELL	$188.55 - $235.32 $1,508 - $1,882	-8 Reduced 9.09%	80 $16,000
Q2 2018 Aug 14, 2018	SELL	$186.05 - $215.79 $14,139 - $16,400	-76 Reduced 46.34%	88 $19,000
Q1 2018 Apr 12, 2018	BUY	$187.99 - $215.63 $14,287 - $16,387	76 Added 86.36%	164 $33,000
Q4 2017 Feb 09, 2018	BUY	$177.41 - $204.87 $6,031 - $6,965	34 Added 62.96%	88 $17,000
Q3 2017 Nov 14, 2017	BUY	$155.53 - $180.11 $8,398 - $9,725	54	54 $10,000

882

36M

175K

63.7K

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...

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