Carolinas Wealth Consulting’s FMC FMC Stock Holding History

Carolinas Wealth Consulting’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
2025 Q1	–	Sell	-7	Closed	-$345	–	1043
2024 Q4	$345	Sell	7 -10	-59%	-$584	﹤0.01%	1031
2024 Q3	$1.13K	Buy	17 +12	+240%	+$735	﹤0.01%	903
2024 Q2	$288	Buy	+5	New	+$299	﹤0.01%	1017
2024 Q1	–	Sell	-6	Closed	-$382	–	1085
2023 Q4	$382	Sell	6 -18	-75%	-$1.04K	﹤0.01%	954
2023 Q3	$1.28K	Buy	24 +18	+300%	+$1.56K	﹤0.01%	793
2023 Q2	$630	Hold	6	–	–	﹤0.01%	968
2023 Q1	$736	Hold	6	–	–	﹤0.01%	941
2022 Q4	$752	Hold	6	–	–	﹤0.01%	947
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	816
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	815
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	843
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	878
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	857
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	867
2021 Q1	$1K	Sell	6 -12	-67%	-$1.33K	﹤0.01%	868
2020 Q4	$2K	Hold	18	–	–	﹤0.01%	742
2020 Q3	$2K	Hold	18	–	–	﹤0.01%	694
2020 Q2	$2K	Buy	+18	New	+$1.66K	﹤0.01%	490

Other funds holding FMC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's FMC Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of FMC (FMC) in Q1 2025, closing a stake of 7 shares — an estimated $345 sold.

Carolinas Wealth Consulting first reported a position in FMC in Q2 2020 and held it in 18 quarters. The position peaked at $2K in Q4 2020. 531 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

Carolinas Wealth Consulting reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 7 FMC shares in Q1 2025, an estimated $345.
Carolinas Wealth Consulting first reported a position in FMC in Q2 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's FMC position peaked at $2K in Q4 2020.
531 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.