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Belpointe Asset Management’s FTI Consulting FCN Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-172
Closed -$33.9K – 1475
2023
Q1 		$33.9K Buy
172
+45
+35% +$7.82K ﹤0.01% 1966
2022
Q4 		$20.2K Buy
+127
New +$21.2K ﹤0.01% 2178

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Belpointe Asset Management's FCN Position: Q2 2023 in Review

Belpointe Asset Management sold out of FTI Consulting (FCN) in Q2 2023, closing a stake of 172 shares — an estimated $33.9K sold.

Belpointe Asset Management first reported a position in FCN in Q4 2022 and held it in 2 quarters. The position peaked at $33.9K in Q1 2023. 352 funds tracked by Wall St. Rank hold FCN as of Q2 2023.

  • Belpointe Asset Management reported no remaining FTI Consulting position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 172 FTI Consulting shares in Q2 2023, an estimated $33.9K.
  • Belpointe Asset Management first reported a position in FTI Consulting in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's FTI Consulting position peaked at $33.9K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.