A detailed history of Baron Wealth Management LLC transactions in Factset Research Systems Inc stock. As of the latest transaction made, Baron Wealth Management LLC holds 521 shares of FDS stock, worth $256,128. This represents 0.12% of its overall portfolio holdings.

Number of Shares
521
Previous 511 1.96%
Holding current value
$256,128
Previous $209 Million 14.84%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 07, 2024

BUY
$397.04 - $469.48 $3,970 - $4,694
10 Added 1.96%
521 $240 Million
Q4 2023

Jan 04, 2024

BUY
$420.42 - $477.05 $840 - $954
2 Added 0.39%
511 $244 Million
Q4 2022

Apr 04, 2023

BUY
$394.56 - $472.05 $200,831 - $240,273
509 New
509 $204,000

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 $18.7B
  • 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
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.