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Brown Wealth Management’s Fulcrum Therapeutics FULC Stock Holding History

Brown Wealth Management’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25,000
Closed -$236K – 92
2024
Q1 		$236K Hold
25,000
– – 0.1% 83
2023
Q4 		$169K Hold
25,000
– – 0.07% 84
2023
Q3 		$111K Buy
+25,000
New +$109K 0.05% 78

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brown Wealth Management's FULC Position: Q2 2024 in Review

Brown Wealth Management sold out of Fulcrum Therapeutics (FULC) in Q2 2024, closing a stake of 25,000 shares — an estimated $236K sold.

Brown Wealth Management first reported a position in FULC in Q3 2023 and held it in 3 quarters. The position peaked at $236K in Q1 2024. 121 funds tracked by Wall St. Rank hold FULC as of Q2 2024.

  • Brown Wealth Management reported no remaining Fulcrum Therapeutics position as of Q2 2024 after selling out during the quarter.
  • Brown Wealth Management sold 25,000 Fulcrum Therapeutics shares in Q2 2024, an estimated $236K.
  • Brown Wealth Management first reported a position in Fulcrum Therapeutics in Q3 2023 and held it in 3 quarters.
  • Brown Wealth Management's Fulcrum Therapeutics position peaked at $236K in Q1 2024.
  • 121 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q2 2024.

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