A detailed history of Axxcess Wealth Management, LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,477 shares of FDS stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,477
Previous 2,338 5.95%
Holding current value
$1.16 Million
Previous $954,000 19.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2024

BUY
$397.04 - $469.48 $55,188 - $65,257
139 Added 5.95%
2,477 $1.14 Million
Q2 2024

Aug 09, 2024

BUY
$394.89 - $452.48 $140,580 - $161,082
356 Added 17.96%
2,338 $954,000
Q1 2024

May 14, 2024

SELL
$443.86 - $487.9 $717,277 - $788,446
-1,616 Reduced 44.91%
1,982 $900,000
Q4 2023

Feb 06, 2024

BUY
$420.42 - $477.05 $294,294 - $333,935
700 Added 24.15%
3,598 $1.72 Million
Q3 2023

Nov 14, 2023

BUY
$387.57 - $441.86 $207,349 - $236,395
535 Added 22.64%
2,898 $1.27 Million
Q2 2023

Aug 08, 2023

BUY
$384.58 - $423.34 $358,043 - $394,129
931 Added 65.01%
2,363 $946,000
Q1 2023

May 03, 2023

BUY
$392.59 - $435.27 $39,651 - $43,962
101 Added 7.59%
1,432 $594,000
Q4 2022

Feb 14, 2023

BUY
$394.56 - $472.05 $525,159 - $628,298
1,331 New
1,331 $533,000

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 $17.9B
  • 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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