AAS
FMC icon

Avantax Advisory Services’s FMC FMC Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-3,934
Closed -$259K – 2211
2024
Q3 		$259K Sell
3,934
-2,016
-34% -$123K ﹤0.01% 1861
2024
Q2 		$342K Buy
5,950
+111
+2% +$6.64K ﹤0.01% 1605
2024
Q1 		$372K Sell
5,839
-66
-1% -$3.85K ﹤0.01% 1182
2023
Q4 		$372K Sell
5,905
-685
-10% -$39.7K ﹤0.01% 1126
2023
Q3 		$441K Sell
6,590
-268
-4% -$23.2K ﹤0.01% 997
2023
Q2 		$716K Buy
6,858
+3
+0% +$337 0.01% 800
2023
Q1 		$837K Sell
6,855
-98
-1% -$12.3K 0.01% 718
2022
Q4 		$868K Sell
6,953
-940
-12% -$115K 0.01% 677
2022
Q3 		$834K Buy
7,893
+2,423
+44% +$262K 0.01% 613
2022
Q2 		$585K Buy
5,470
+2,455
+81% +$300K 0.01% 721
2022
Q1 		$399K Buy
3,015
+368
+14% +$43.3K 0.01% 876
2021
Q4 		$291K Sell
2,647
-169
-6% -$17K ﹤0.01% 989
2021
Q3 		$258K Buy
2,816
+919
+48% +$90.7K ﹤0.01% 992
2021
Q2 		$204K Buy
1,897
+3
+0.2% +$347 ﹤0.01% 1076
2021
Q1 		$210K Buy
+1,894
New +$210K ﹤0.01% 948

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's FMC Position: Q4 2024 in Review

Avantax Advisory Services sold out of FMC (FMC) in Q4 2024, closing a stake of 3,934 shares — an estimated $259K sold.

Avantax Advisory Services first reported a position in FMC in Q1 2021 and held it in 15 quarters. The position peaked at $868K in Q4 2022. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Avantax Advisory Services reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,934 FMC shares in Q4 2024, an estimated $259K.
  • Avantax Advisory Services first reported a position in FMC in Q1 2021 and held it in 15 quarters.
  • Avantax Advisory Services's FMC position peaked at $868K in Q4 2022.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.