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Capital Advisors Ltd’s FTI Consulting FCN Stock Holding History

Capital Advisors Ltd’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
2024
Q4 		– Sell
-1
Closed – – 1440
2024
Q3 		$0 Hold
1
– – ﹤0.01% 1451
2024
Q2 		$0 Buy
+1
New +$214 ﹤0.01% 1466
2022
Q4 		– Sell
-11
Closed -$2K – 1343
2022
Q3 		$2K Buy
+11
New +$1.85K ﹤0.01% 841
2022
Q2 		– Sell
-1
Closed – – 1095
2022
Q1 		$0 Buy
+1
New +$149 ﹤0.01% 999

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Advisors Ltd's FCN Position: Q4 2024 in Review

Capital Advisors Ltd sold out of FTI Consulting (FCN) in Q4 2024, closing a stake of 1 share.

Capital Advisors Ltd first reported a position in FCN in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

  • Capital Advisors Ltd reported no remaining FTI Consulting position as of Q4 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 1 FTI Consulting share in Q4 2024.
  • Capital Advisors Ltd first reported a position in FTI Consulting in Q1 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's FTI Consulting position peaked at $2K in Q3 2022.
  • 412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.