Icon Wealth Advisors »

FactSet Research Systems shares owned by Icon Wealth Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Icon Wealth Advisors from 13F filings

Historical chart of Icon Wealth Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $162k 357 454.42
2023-12-31 $144k 301 477.06
2022-09-30 $118k 296 398.65

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Amazon Stock (AMZN)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Enterprise Prods Partners Stock (EPD)
Ishares U.s. Technology Etf Etf (IYW)

View all positions for Icon Wealth Advisors

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
Loomis, Sayles and
Wells Fargo & Company
Morgan Stanley
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Amundi
Massachusetts Financial Services
Fiera Capital Corporation
Northern Trust
Charles Schwab Investment Management

View all funds holding FactSet Research Systems