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Amplius Wealth Advisors’s FMC FMC Stock Holding History

Amplius Wealth Advisors’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
Q3 		– Sell
-3,815
Closed -$398K – 164
2023
Q2 		$398K Buy
3,815
+1,474
+63% +$166K 0.05% 110
2023
Q1 		$286K Hold
2,341
– – 0.04% 128
2022
Q4 		$292K Buy
+2,341
New +$287K 0.05% 118
2022
Q2 		– Sell
-1,626
Closed -$213K – 184
2022
Q1 		$213K Sell
1,626
-774
-32% -$91K 0.03% 165
2021
Q4 		$263K Buy
+2,400
New +$241K 0.04% 165

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Amplius Wealth Advisors's FMC Position: Q3 2023 in Review

Amplius Wealth Advisors sold out of FMC (FMC) in Q3 2023, closing a stake of 3,815 shares — an estimated $398K sold.

Amplius Wealth Advisors first reported a position in FMC in Q4 2021 and held it in 5 quarters. The position peaked at $398K in Q2 2023. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Amplius Wealth Advisors reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,815 FMC shares in Q3 2023, an estimated $398K.
  • Amplius Wealth Advisors first reported a position in FMC in Q4 2021 and held it in 5 quarters.
  • Amplius Wealth Advisors's FMC position peaked at $398K in Q2 2023.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Amplius Wealth Advisors's 13F filing for Q3 2023, filed 17 Oct 2023.