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Cape Investment Advisory’s FTI Consulting FCN Stock Holding History

Cape Investment Advisory’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
2025
Q1 		– Sell
-18
Closed -$3.44K – 1161
2024
Q4 		$3.44K Hold
18
– – ﹤0.01% 812
2024
Q3 		$4.1K Hold
18
– – ﹤0.01% 748
2024
Q2 		$3.88K Buy
18
+14
+350% +$2.99K ﹤0.01% 716
2024
Q1 		$841 Buy
+4
New +$804 ﹤0.01% 857

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cape Investment Advisory's FCN Position: Q1 2025 in Review

Cape Investment Advisory sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 18 shares — an estimated $3.44K sold.

Cape Investment Advisory first reported a position in FCN in Q1 2024 and held it in 4 quarters. The position peaked at $4.1K in Q3 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • Cape Investment Advisory reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 18 FTI Consulting shares in Q1 2025, an estimated $3.44K.
  • Cape Investment Advisory first reported a position in FTI Consulting in Q1 2024 and held it in 4 quarters.
  • Cape Investment Advisory's FTI Consulting position peaked at $4.1K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.