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Balasa Dinverno & Foltz’s FTI Consulting FCN Stock Holding History

Balasa Dinverno & Foltz’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
2020
Q3 		– Sell
-4,961
Closed -$568K – 268
2020
Q2 		$568K Buy
4,961
+1,071
+28% +$130K 0.06% 120
2020
Q1 		$466K Buy
+3,890
New +$458K 0.06% 147

Other funds holding FCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return

Balasa Dinverno & Foltz's FCN Position: Q3 2020 in Review

Balasa Dinverno & Foltz sold out of FTI Consulting (FCN) in Q3 2020, closing a stake of 4,961 shares — an estimated $568K sold.

Balasa Dinverno & Foltz first reported a position in FCN in Q1 2020 and held it in 2 quarters. The position peaked at $568K in Q2 2020. 317 funds tracked by Wall St. Rank hold FCN as of Q3 2020.

  • Balasa Dinverno & Foltz reported no remaining FTI Consulting position as of Q3 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 4,961 FTI Consulting shares in Q3 2020, an estimated $568K.
  • Balasa Dinverno & Foltz first reported a position in FTI Consulting in Q1 2020 and held it in 2 quarters.
  • Balasa Dinverno & Foltz's FTI Consulting position peaked at $568K in Q2 2020.
  • 317 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2020, filed 10 Nov 2020.