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Calton & Associates’s FMC FMC Stock Holding History

Calton & Associates’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
Q4 		– Sell
-6,330
Closed -$417K – 222
2024
Q3 		$417K Buy
6,330
+2,700
+74% +$165K 0.16% 133
2024
Q2 		$209K Sell
3,630
-2,820
-44% -$169K 0.1% 176
2024
Q1 		$411K Buy
+6,450
New +$376K 0.2% 115
2018
Q2 		– Sell
-3,363
Closed -$223K – 333
2018
Q1 		$223K Buy
3,363
+3,257
+3,073% +$243K 0.06% 309
2017
Q4 		$7K Buy
+106
New +$8.52K ﹤0.01% 1162

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calton & Associates's FMC Position: Q4 2024 in Review

Calton & Associates sold out of FMC (FMC) in Q4 2024, closing a stake of 6,330 shares — an estimated $417K sold.

Calton & Associates first reported a position in FMC in Q4 2017 and held it in 5 quarters. The position peaked at $417K in Q3 2024. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Calton & Associates reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 6,330 FMC shares in Q4 2024, an estimated $417K.
  • Calton & Associates first reported a position in FMC in Q4 2017 and held it in 5 quarters.
  • Calton & Associates's FMC position peaked at $417K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.