CPA
FMC icon

Capital Performance Advisors’s FMC FMC Stock Holding History

Capital Performance Advisors’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
-1,971
Closed -$130K – 1060
2024
Q3 		$130K Buy
+1,971
New +$121K 0.04% 154

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

Capital Performance Advisors's FMC Position: Q4 2024 in Review

Capital Performance Advisors sold out of FMC (FMC) in Q4 2024, closing a stake of 1,971 shares — an estimated $130K sold.

Capital Performance Advisors first reported a position in FMC in Q3 2024 and held it in 1 quarter. The position peaked at $130K in Q3 2024. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Capital Performance Advisors reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,971 FMC shares in Q4 2024, an estimated $130K.
  • Capital Performance Advisors first reported a position in FMC in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's FMC position peaked at $130K in Q3 2024.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

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