BerganKDV Wealth Management’s FMC FMC Stock Holding History

BerganKDV 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
2023 Q2	$6.68K	Buy	64 +43	+205%	+$4.83K	﹤0.01%	585
2023 Q1	$2.58K	Hold	21	–	–	﹤0.01%	796
2022 Q4	$2.63K	Hold	21	–	–	﹤0.01%	769
2022 Q3	$2K	Hold	21	–	–	﹤0.01%	806
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	824
2022 Q1	$3K	Hold	21	–	–	﹤0.01%	801
2021 Q4	$2K	Hold	21	–	–	﹤0.01%	911
2021 Q3	$2K	Hold	21	–	–	﹤0.01%	880
2021 Q2	$2K	Hold	21	–	–	﹤0.01%	814
2021 Q1	$2K	Sell	21 -7	-25%	-$776	﹤0.01%	779
2020 Q4	$3K	Hold	28	–	–	﹤0.01%	729
2020 Q3	$3K	Hold	28	–	–	﹤0.01%	642
2020 Q2	$3K	Sell	28 -20	-42%	-$1.84K	﹤0.01%	698
2020 Q1	$4K	Buy	48 +7	+17%	+$650	﹤0.01%	610
2019 Q4	$4K	Buy	+41	New	+$3.81K	﹤0.01%	661

Other funds holding FMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BerganKDV Wealth Management's FMC Position: Q2 2023 in Review

BerganKDV Wealth Management increased its FMC (FMC) stake by 205% in Q2 2023, buying an estimated $4.83K and bringing the position to 64 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

BerganKDV Wealth Management first reported a position in FMC in Q4 2019 and has held it in 15 quarters since. 682 funds tracked by Wall St. Rank hold FMC as of Q2 2023.

BerganKDV Wealth Management held 64 shares of FMC worth $6.68K as of Q2 2023.
BerganKDV Wealth Management bought 43 FMC shares in Q2 2023, an estimated $4.83K.
FMC made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #585 holding.
BerganKDV Wealth Management first reported a position in FMC in Q4 2019 and has held it in 15 quarters since.
682 funds tracked by Wall St. Rank held FMC as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.