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Castle Wealth Management’s FTI Consulting FCN Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-385
Closed -$64K – 284
2022
Q3 		$64K Hold
385
– – 0.04% 188
2022
Q2 		$70K Buy
+385
New +$63.5K 0.04% 179

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Wealth Management's FCN Position: Q4 2022 in Review

Castle Wealth Management sold out of FTI Consulting (FCN) in Q4 2022, closing a stake of 385 shares — an estimated $64K sold.

Castle Wealth Management first reported a position in FCN in Q2 2022 and held it in 2 quarters. The position peaked at $70K in Q2 2022. 347 funds tracked by Wall St. Rank hold FCN as of Q4 2022.

  • Castle Wealth Management reported no remaining FTI Consulting position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 385 FTI Consulting shares in Q4 2022, an estimated $64K.
  • Castle Wealth Management first reported a position in FTI Consulting in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's FTI Consulting position peaked at $70K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.