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Carroll Financial Associates’s FTI Consulting FCN Stock Holding History

Carroll Financial Associates’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
2021
Q4 		– Sell
-15
Closed -$2K – 1718
2021
Q3 		$2K Buy
+15
New +$2.08K ﹤0.01% 1551
2021
Q2 		– Sell
-2
Closed – – 1729
2021
Q1 		$0 Buy
+2
New +$237 ﹤0.01% 1661
2020
Q3 		– Sell
-125
Closed -$14K – 1544
2020
Q2 		$14K Hold
125
– – ﹤0.01% 943
2020
Q1 		$14K Sell
125
-486
-80% -$57.2K ﹤0.01% 856
2019
Q4 		$67K Hold
611
– – 0.01% 587
2019
Q3 		$64K Hold
611
– – 0.01% 588
2019
Q2 		$51K Buy
+611
New +$50.2K ﹤0.01% 612

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Carroll Financial Associates's FCN Position: Q4 2021 in Review

Carroll Financial Associates sold out of FTI Consulting (FCN) in Q4 2021, closing a stake of 15 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in FCN in Q2 2019 and held it in 7 quarters. The position peaked at $67K in Q4 2019. 337 funds tracked by Wall St. Rank hold FCN as of Q4 2021.

  • Carroll Financial Associates reported no remaining FTI Consulting position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 15 FTI Consulting shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in FTI Consulting in Q2 2019 and held it in 7 quarters.
  • Carroll Financial Associates's FTI Consulting position peaked at $67K in Q4 2019.
  • 337 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.