AWM
FMC icon

Alterna Wealth Management’s FMC FMC Stock Holding History

Alterna Wealth Management’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,968
Closed -$246K – 115
2022
Q4 		$246K Hold
1,968
– – 0.28% 65
2022
Q3 		$208K Buy
+1,968
New +$212K 0.25% 70

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alterna Wealth Management's FMC Position: Q1 2023 in Review

Alterna Wealth Management sold out of FMC (FMC) in Q1 2023, closing a stake of 1,968 shares — an estimated $246K sold.

Alterna Wealth Management first reported a position in FMC in Q3 2022 and held it in 2 quarters. The position peaked at $246K in Q4 2022. 684 funds tracked by Wall St. Rank hold FMC as of Q1 2023.

  • Alterna Wealth Management reported no remaining FMC position as of Q1 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 1,968 FMC shares in Q1 2023, an estimated $246K.
  • Alterna Wealth Management first reported a position in FMC in Q3 2022 and held it in 2 quarters.
  • Alterna Wealth Management's FMC position peaked at $246K in Q4 2022.
  • 684 funds tracked by Wall St. Rank held FMC as of Q1 2023.

Based on Alterna Wealth Management's 13F filing for Q1 2023, filed 26 May 2023.