A detailed history of West Coast Financial LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, West Coast Financial LLC holds 942 shares of FDS stock, worth $455,833. This represents 0.05% of its overall portfolio holdings.

Number of Shares
942
Previous 1,297 27.37%
Holding current value
$455,833
Previous $529,000 18.15%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 09, 2024

SELL
$397.04 - $469.48 $140,949 - $166,665
-355 Reduced 27.37%
942 $433,000
Q2 2024

Jul 19, 2024

SELL
$394.89 - $452.48 $5.97 Million - $6.84 Million
-15,107 Reduced 92.09%
1,297 $529,000
Q1 2024

Apr 12, 2024

SELL
$443.86 - $487.9 $10,208 - $11,221
-23 Reduced 0.14%
16,404 $7.45 Million
Q4 2023

Jan 11, 2024

BUY
$420.42 - $477.05 $781,140 - $886,358
1,858 Added 12.75%
16,427 $7.84 Million
Q3 2023

Nov 02, 2023

BUY
$387.57 - $441.86 $84,490 - $96,325
218 Added 1.52%
14,569 $6.37 Million
Q2 2023

Aug 08, 2023

SELL
$384.58 - $423.34 $119,604 - $131,658
-311 Reduced 2.12%
14,351 $5.75 Million
Q1 2023

May 08, 2023

BUY
$392.59 - $435.27 $5.76 Million - $6.38 Million
14,662 New
14,662 $6.09 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 $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
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