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CA Family Wealth’s FTI Consulting FCN Stock Holding History

CA Family Wealth’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		$202K Sell
1,685
-1,137
-40% -$134K 0.21% 36
2019
Q4 		$312K Buy
+2,822
New +$308K 0.21% 58

Other funds holding FCN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CA Family Wealth's FCN Position: Q1 2020 in Review

CA Family Wealth reduced its FTI Consulting (FCN) stake by 40% in Q1 2020, selling an estimated $134K and leaving 1,685 shares worth $202K. The position accounts for 0.21% of the portfolio, ranked #36.

CA Family Wealth first reported a position in FCN in Q4 2019 and has held it in 2 quarters since. The position peaked at $312K in Q4 2019. 281 funds tracked by Wall St. Rank hold FCN as of Q1 2020.

  • CA Family Wealth held 1,685 shares of FTI Consulting worth $202K as of Q1 2020.
  • CA Family Wealth sold 1,137 FTI Consulting shares in Q1 2020, an estimated $134K.
  • FTI Consulting made up 0.21% of CA Family Wealth's portfolio in Q1 2020, its #36 holding.
  • CA Family Wealth first reported a position in FTI Consulting in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's FTI Consulting position peaked at $312K in Q4 2019.
  • 281 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.