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FactSet Research Systems shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $245k 573 427.06
2023-12-31 $226k 490 461.18
2023-09-30 $215k 492 436.87

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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