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B. Riley Wealth Advisors’s FTI Consulting FCN Stock Holding History

B. Riley Wealth Advisors’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$207K Sell
1,081
-3
-0.3% -$618 0.01% 1032
2024
Q3 		$247K Sell
1,084
-51
-4% -$11.3K 0.01% 1049
2024
Q2 		$245K Sell
1,135
-1,234
-52% -$264K 0.01% 1125
2024
Q1 		$423K Buy
2,369
+1,189
+101% +$239K 0.01% 883
2023
Q4 		$235K Sell
1,180
-1,189
-50% -$246K 0.01% 1170
2023
Q3 		$423K Buy
2,369
+750
+46% +$140K 0.01% 883
2023
Q2 		$308K Buy
1,619
+8
+0.5% +$1.51K 0.01% 1105
2023
Q1 		$318K Buy
+1,611
New +$280K 0.01% 1038
2022
Q4 		– Sell
-1,916
Closed -$318K – 1523
2022
Q3 		$318K Sell
1,916
-198
-9% -$33.3K 0.01% 970
2022
Q2 		$383K Sell
2,114
-38
-2% -$6.27K 0.02% 766
2022
Q1 		$338K Buy
+2,152
New +$321K 0.01% 955
2020
Q3 		– Sell
-1,927
Closed -$221K – 958
2020
Q2 		$221K Sell
1,927
-977
-34% -$118K 0.01% 740
2020
Q1 		$348K Sell
2,904
-52
-2% -$6.12K 0.03% 493
2019
Q4 		$328K Buy
+2,956
New +$323K 0.03% 563

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's FCN Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its FTI Consulting (FCN) stake by 0.28% in Q4 2024, selling an estimated $618 and leaving 1,081 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1032.

B. Riley Wealth Advisors first reported a position in FCN in Q4 2019 and has held it in 14 quarters since. The position peaked at $423K in Q1 2024. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

  • B. Riley Wealth Advisors held 1,081 shares of FTI Consulting worth $207K as of Q4 2024.
  • B. Riley Wealth Advisors sold 3 FTI Consulting shares in Q4 2024, an estimated $618.
  • FTI Consulting made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #1032 holding.
  • B. Riley Wealth Advisors first reported a position in FTI Consulting in Q4 2019 and has held it in 14 quarters since.
  • B. Riley Wealth Advisors's FTI Consulting position peaked at $423K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.