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Bartlett & Co Wealth Management’s FTI Consulting FCN Stock Holding History

Bartlett & Co Wealth Management’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
2022
Q3 		– Sell
-95
Closed -$17.2K – 1216
2022
Q2 		$17.2K Buy
+95
New +$15.7K ﹤0.01% 761

Other funds holding FCN

Mawer Investment Management
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Bartlett & Co Wealth Management's FCN Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of FTI Consulting (FCN) in Q3 2022, closing a stake of 95 shares — an estimated $17.2K sold.

Bartlett & Co Wealth Management first reported a position in FCN in Q2 2022 and held it in 1 quarter. The position peaked at $17.2K in Q2 2022. 349 funds tracked by Wall St. Rank hold FCN as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining FTI Consulting position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 95 FTI Consulting shares in Q3 2022, an estimated $17.2K.
  • Bartlett & Co Wealth Management first reported a position in FTI Consulting in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's FTI Consulting position peaked at $17.2K in Q2 2022.
  • 349 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.