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Cape Investment Advisory’s FMC FMC Stock Holding History

Cape Investment Advisory’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
-73
Closed -$4.81K – 1149
2024
Q3 		$4.81K Hold
73
– – ﹤0.01% 710
2024
Q2 		$4.2K Hold
73
– – ﹤0.01% 698
2024
Q1 		$4.65K Hold
73
– – ﹤0.01% 661
2023
Q4 		$4.6K Buy
+73
New +$4.23K ﹤0.01% 791

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

Cape Investment Advisory's FMC Position: Q4 2024 in Review

Cape Investment Advisory sold out of FMC (FMC) in Q4 2024, closing a stake of 73 shares — an estimated $4.81K sold.

Cape Investment Advisory first reported a position in FMC in Q4 2023 and held it in 4 quarters. The position peaked at $4.81K in Q3 2024. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Cape Investment Advisory reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 73 FMC shares in Q4 2024, an estimated $4.81K.
  • Cape Investment Advisory first reported a position in FMC in Q4 2023 and held it in 4 quarters.
  • Cape Investment Advisory's FMC position peaked at $4.81K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Cape Investment Advisory's 13F filing for Q4 2024, filed 5 Feb 2025.