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Capital Performance Advisors’s FTI Consulting FCN Stock Holding History

Capital Performance Advisors’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
-101
Closed -$23K – 1017
2024
Q3 		$23K Buy
+101
New +$22.4K 0.01% 567

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 Performance Advisors's FCN Position: Q4 2024 in Review

Capital Performance Advisors sold out of FTI Consulting (FCN) in Q4 2024, closing a stake of 101 shares — an estimated $23K sold.

Capital Performance Advisors first reported a position in FCN in Q3 2024 and held it in 1 quarter. The position peaked at $23K in Q3 2024. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

  • Capital Performance Advisors reported no remaining FTI Consulting position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 101 FTI Consulting shares in Q4 2024, an estimated $23K.
  • Capital Performance Advisors first reported a position in FTI Consulting in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FTI Consulting position peaked at $23K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.