CFFP
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Center for Financial Planning’s FMC FMC Stock Holding History

Center for Financial Planning’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
2021
Q4 		– Sell
-32
Closed -$3K – 546
2021
Q3 		$3K Hold
32
– – ﹤0.01% 433
2021
Q2 		$3K Sell
32
-41
-56% -$4.75K ﹤0.01% 437
2021
Q1 		$8K Buy
+73
New +$8.09K ﹤0.01% 409

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Center for Financial Planning's FMC Position: Q4 2021 in Review

Center for Financial Planning sold out of FMC (FMC) in Q4 2021, closing a stake of 32 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in FMC in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 589 funds tracked by Wall St. Rank hold FMC as of Q4 2021.

  • Center for Financial Planning reported no remaining FMC position as of Q4 2021 after selling out during the quarter.
  • Center for Financial Planning sold 32 FMC shares in Q4 2021, an estimated $3K.
  • Center for Financial Planning first reported a position in FMC in Q1 2021 and held it in 3 quarters.
  • Center for Financial Planning's FMC position peaked at $8K in Q1 2021.
  • 589 funds tracked by Wall St. Rank held FMC as of Q4 2021.

Based on Center for Financial Planning's 13F filing for Q4 2021, filed 8 Feb 2022.