CSWM
FMC icon

Cassady Schiller Wealth Management’s FMC FMC Stock Holding History

Cassady Schiller Wealth Management’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 		$826 Buy
+17
New +$992 ﹤0.01% 843
2022
Q1 		– Sell
-3
Closed – – 285
2021
Q4 		$0 Buy
+3
New +$302 ﹤0.01% 584

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

Cassady Schiller Wealth Management's FMC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in FMC (FMC) in Q4 2024: 17 shares worth $826. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in FMC as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in FMC in Q4 2021 and has held it in 2 quarters since. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Cassady Schiller Wealth Management held 17 shares of FMC worth $826 as of Q4 2024.
  • FMC was a new Cassady Schiller Wealth Management position in Q4 2024.
  • FMC made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #843 holding.
  • Cassady Schiller Wealth Management first reported a position in FMC in Q4 2021 and has held it in 2 quarters since.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.