Number of Shares
10,906.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
0.24%
Total Estimate Gain
$-236,347.58
% of Total Estimate Gain
-4.75%

GHP Investment Advisors, Inc.'s FactSet Research Systems Inc Holding Summary

As of 2025-03-31, GHP Investment Advisors, Inc. held 10,906.00 shares of FactSet Research Systems Inc(FDS), totaling $4.96 Mil. This investment constitutes 0.24% of their stock portfolio, and GHP Investment Advisors, Inc. now holds 0.03% of the outstanding FactSet Research Systems Inc(FDS) stock.

The initial trade took place in 2022Q2. And since then GHP Investment Advisors, Inc. has made 4 purchases of FDS, at an average price of $455.06, for a total of 10,934.00 shares. In addition, there have been 1 sales at an average price of $450.01 for 28.00 shares. Based on historical transaction data and FDS's current price of $433.40, GHP Investment Advisors, Inc.'s estimated gain on his FDS holdings is $-236,347.58, reflecting a -4.75% gain to date.

GHP Investment Advisors, Inc. FDS ($433.40) Holding Chart

GHP Investment Advisors, Inc. FDS ($433.40) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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