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Biltmore Wealth Management’s FMC FMC Stock Holding History

Biltmore 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
2021
Q1 		– Sell
-4,887
Closed -$562K – 50
2020
Q4 		$562K Sell
4,887
-225
-4% -$25K 0.29% 25
2020
Q3 		$509K Sell
5,112
-490
-9% -$52.4K 0.3% 23
2020
Q2 		$458K Buy
+5,602
New +$517K 0.3% 22

Other funds holding FMC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Biltmore Wealth Management's FMC Position: Q1 2021 in Review

Biltmore Wealth Management sold out of FMC (FMC) in Q1 2021, closing a stake of 4,887 shares — an estimated $562K sold.

Biltmore Wealth Management first reported a position in FMC in Q2 2020 and held it in 3 quarters. The position peaked at $562K in Q4 2020. 614 funds tracked by Wall St. Rank hold FMC as of Q1 2021.

  • Biltmore Wealth Management reported no remaining FMC position as of Q1 2021 after selling out during the quarter.
  • Biltmore Wealth Management sold 4,887 FMC shares in Q1 2021, an estimated $562K.
  • Biltmore Wealth Management first reported a position in FMC in Q2 2020 and held it in 3 quarters.
  • Biltmore Wealth Management's FMC position peaked at $562K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held FMC as of Q1 2021.

Based on Biltmore Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.