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Baker Tilly Wealth Management’s FMC FMC Stock Holding History

Baker Tilly 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
2024
Q3 		– Sell
-3,890
Closed -$224K – 252
2024
Q2 		$224K Sell
3,890
-6,943
-64% -$415K 0.09% 248
2024
Q1 		$690K Buy
10,833
+1,940
+22% +$113K 0.12% 180
2023
Q4 		$561K Buy
8,893
+106
+1% +$6.15K 0.09% 255
2023
Q3 		$588K Buy
8,787
+525
+6% +$45.5K 0.1% 218
2023
Q2 		$862K Buy
8,262
+300
+4% +$33.7K 0.09% 228
2023
Q1 		$972K Sell
7,962
-327
-4% -$41.2K 0.11% 204
2022
Q4 		$1.03M Buy
8,289
+496
+6% +$60.8K 0.13% 179
2022
Q3 		$824K Sell
7,793
-248
-3% -$26.8K 0.11% 198
2022
Q2 		$860K Buy
8,041
+75
+0.9% +$9.16K 0.11% 201
2022
Q1 		$1.05M Buy
7,966
+392
+5% +$46.1K 0.12% 187
2021
Q4 		$832K Buy
7,574
+1,377
+22% +$138K 0.09% 247
2021
Q3 		$567K Buy
6,197
+2,386
+63% +$235K 0.07% 285
2021
Q2 		$412K Buy
3,811
+1,805
+90% +$209K 0.07% 324
2021
Q1 		$222K Buy
+2,006
New +$222K 0.05% 428

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Tilly Wealth Management's FMC Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of FMC (FMC) in Q3 2024, closing a stake of 3,890 shares — an estimated $224K sold.

Baker Tilly Wealth Management first reported a position in FMC in Q1 2021 and held it in 14 quarters. The position peaked at $1.05M in Q1 2022. 610 funds tracked by Wall St. Rank hold FMC as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining FMC position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,890 FMC shares in Q3 2024, an estimated $224K.
  • Baker Tilly Wealth Management first reported a position in FMC in Q1 2021 and held it in 14 quarters.
  • Baker Tilly Wealth Management's FMC position peaked at $1.05M in Q1 2022.
  • 610 funds tracked by Wall St. Rank held FMC as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.