BWP
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BSW Wealth Partners’s FMC FMC Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-4,387
Closed -$252K – 312
2024
Q2 		$252K Sell
4,387
-503
-10% -$30.1K 0.04% 241
2024
Q1 		$311K Buy
4,890
+515
+12% +$30.1K 0.05% 219
2023
Q4 		$276K Buy
+4,375
New +$254K 0.05% 215
2023
Q3 		– Sell
-2,501
Closed -$261K – 258
2023
Q2 		$261K Sell
2,501
-91
-4% -$10.2K 0.05% 207
2023
Q1 		$317K Sell
2,592
-95
-4% -$12K 0.06% 207
2022
Q4 		$335K Sell
2,687
-68
-2% -$8.34K 0.07% 194
2022
Q3 		$291K Buy
2,755
+454
+20% +$49K 0.07% 190
2022
Q2 		$246K Buy
+2,301
New +$281K 0.06% 219

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BSW Wealth Partners's FMC Position: Q3 2024 in Review

BSW Wealth Partners sold out of FMC (FMC) in Q3 2024, closing a stake of 4,387 shares — an estimated $252K sold.

BSW Wealth Partners first reported a position in FMC in Q2 2022 and held it in 8 quarters. The position peaked at $335K in Q4 2022. 610 funds tracked by Wall St. Rank hold FMC as of Q3 2024.

  • BSW Wealth Partners reported no remaining FMC position as of Q3 2024 after selling out during the quarter.
  • BSW Wealth Partners sold 4,387 FMC shares in Q3 2024, an estimated $252K.
  • BSW Wealth Partners first reported a position in FMC in Q2 2022 and held it in 8 quarters.
  • BSW Wealth Partners's FMC position peaked at $335K in Q4 2022.
  • 610 funds tracked by Wall St. Rank held FMC as of Q3 2024.

Based on BSW Wealth Partners's 13F filing for Q3 2024, filed 29 Oct 2024.