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BlackDiamond Wealth Management’s FMC FMC Stock Holding History

BlackDiamond 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
2024
Q2 		– Sell
-8,603
Closed -$548K – 151
2024
Q1 		$548K Sell
8,603
-266
-3% -$15.5K 0.39% 67
2023
Q4 		$536K Buy
8,869
+4,108
+86% +$238K 0.39% 60
2023
Q3 		$276K Buy
4,761
+463
+11% +$40.1K 0.25% 94
2023
Q2 		$412K Buy
4,298
+163
+4% +$18.3K 0.35% 74
2023
Q1 		$505K Buy
4,135
+24
+0.6% +$3.02K 0.52% 46
2022
Q4 		$529K Buy
4,111
+165
+4% +$20.2K 0.6% 42
2022
Q3 		$468K Sell
3,946
-36
-0.9% -$3.89K 0.56% 42
2022
Q2 		$418K Sell
3,982
-31
-0.8% -$3.79K 0.52% 58
2022
Q1 		$528K Sell
4,013
-105
-3% -$12.3K 0.63% 43
2021
Q4 		$453K Buy
+4,118
New +$414K 0.52% 59

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackDiamond Wealth Management's FMC Position: Q2 2024 in Review

BlackDiamond Wealth Management sold out of FMC (FMC) in Q2 2024, closing a stake of 8,603 shares — an estimated $548K sold.

BlackDiamond Wealth Management first reported a position in FMC in Q4 2021 and held it in 10 quarters. The position peaked at $548K in Q1 2024. 582 funds tracked by Wall St. Rank hold FMC as of Q2 2024.

  • BlackDiamond Wealth Management reported no remaining FMC position as of Q2 2024 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 8,603 FMC shares in Q2 2024, an estimated $548K.
  • BlackDiamond Wealth Management first reported a position in FMC in Q4 2021 and held it in 10 quarters.
  • BlackDiamond Wealth Management's FMC position peaked at $548K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held FMC as of Q2 2024.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.