Bartlett & Co Wealth Management’s FANNIE MAE FNM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FNM Stock Details FNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$961	–	1243
2023 Q4	$961	Hold	1,000	–	–	﹤0.01%	1187
2023 Q3	$619	Hold	1,000	–	–	﹤0.01%	1126
2023 Q2	$440	Hold	1,000	–	–	﹤0.01%	1120
2023 Q1	$410	Hold	1,000	–	–	﹤0.01%	1035
2022 Q4	$353	Hold	1,000	–	–	﹤0.01%	1076
2022 Q3	$520	Hold	1,000	–	–	﹤0.01%	1142
2022 Q2	$434	Hold	1,000	–	–	﹤0.01%	1273
2022 Q1	$785	Buy	+1,000	New	+$785	﹤0.01%	1033
2021 Q4	–	Sell	-1,000	Closed	-$840	–	955
2021 Q3	$840	Hold	1,000	–	–	﹤0.01%	921
2021 Q2	$1.56K	Hold	1,000	–	–	﹤0.01%	892
2021 Q1	$2.07K	Hold	1,000	–	–	﹤0.01%	873
2020 Q4	$2.39K	Buy	+1,000	New	+$2.39K	﹤0.01%	893
2018 Q3	–	Sell	-200	Closed	-$284	–	747
2018 Q2	$284	Hold	200	–	–	﹤0.01%	688
2018 Q1	$282	Buy	+200	New	+$282	﹤0.01%	732

Other funds holding FNM

Garde Capital Seattle, Washington $1.67B AUM 13.9% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

OBGC

O'Brien Greene & Co Media, Pennsylvania $353M AUM 30.94% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

HCM

Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bartlett & Co Wealth Management's FNM Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of FANNIE MAE (FNM) in Q1 2024, closing a stake of 1,000 shares — an estimated $961 sold.

Bartlett & Co Wealth Management first reported a position in FNM in Q1 2018 and held it in 14 quarters. The position peaked at $2.39K in Q4 2020. 14 funds tracked by Wall St. Rank hold FNM as of Q1 2024.

Bartlett & Co Wealth Management reported no remaining FANNIE MAE position as of Q1 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 1,000 FANNIE MAE shares in Q1 2024, an estimated $961.
Bartlett & Co Wealth Management first reported a position in FANNIE MAE in Q1 2018 and held it in 14 quarters.
Bartlett & Co Wealth Management's FANNIE MAE position peaked at $2.39K in Q4 2020.
14 funds tracked by Wall St. Rank held FANNIE MAE as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.