AWM
FMC icon

Avior Wealth Management’s FMC FMC Stock Holding History

Avior 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
2025
Q1 		– Sell
-23
Closed -$1.12K – 1303
2024
Q4 		$1.12K Buy
23
+5
+28% +$292 ﹤0.01% 2192
2024
Q3 		$1.19K Buy
18
+11
+157% +$674 ﹤0.01% 2058
2024
Q2 		$402 Sell
7
-387
-98% -$23.1K ﹤0.01% 2139
2024
Q1 		$25.1K Buy
+394
New +$23K ﹤0.01% 1505
2023
Q3 		– Sell
-3,563
Closed -$372K – 1621
2023
Q2 		$372K Sell
3,563
-376
-10% -$42.3K 0.02% 413
2023
Q1 		$481K Sell
3,939
-100
-2% -$12.6K 0.03% 353
2022
Q4 		$504K Hold
4,039
– – 0.04% 302
2022
Q3 		$426K Buy
4,039
+697
+21% +$75.2K 0.04% 309
2022
Q2 		$357K Sell
3,342
-20
-0.6% -$2.44K 0.04% 322
2022
Q1 		$442K Sell
3,362
-1,724
-34% -$203K 0.04% 321
2021
Q4 		$558K Hold
5,086
– – 0.05% 307
2021
Q3 		$465K Sell
5,086
-422
-8% -$41.6K 0.04% 329
2021
Q2 		$595K Sell
5,508
-817
-13% -$94.6K 0.06% 263
2021
Q1 		$699K Buy
6,325
+1,805
+40% +$200K 0.07% 227
2020
Q4 		$519K Hold
4,520
– – 0.06% 257
2020
Q3 		$478K Buy
4,520
+280
+7% +$30K 0.07% 243
2020
Q2 		$421K Buy
4,240
+500
+13% +$46.1K 0.07% 265
2020
Q1 		$305K Buy
3,740
+1,220
+48% +$113K 0.06% 268
2019
Q4 		$250K Sell
2,520
-350
-12% -$32.5K 0.04% 344
2019
Q3 		$250K Buy
2,870
+2,770
+2,770% +$238K 0.04% 334
2019
Q2 		$8K Hold
100
– – ﹤0.01% 619
2019
Q1 		$7K Sell
100
-15
-13% -$1.1K ﹤0.01% 554
2018
Q4 		$7K Hold
115
– – ﹤0.01% 590
2018
Q3 		$9K Hold
115
– – ﹤0.01% 585
2018
Q2 		$9K Buy
+115
New +$8.53K ﹤0.01% 592

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's FMC Position: Q1 2025 in Review

Avior Wealth Management sold out of FMC (FMC) in Q1 2025, closing a stake of 23 shares — an estimated $1.12K sold.

Avior Wealth Management first reported a position in FMC in Q2 2018 and held it in 25 quarters. The position peaked at $699K in Q1 2021. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • Avior Wealth Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 FMC shares in Q1 2025, an estimated $1.12K.
  • Avior Wealth Management first reported a position in FMC in Q2 2018 and held it in 25 quarters.
  • Avior Wealth Management's FMC position peaked at $699K in Q1 2021.
  • 530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.