CWP
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Concord Wealth Partners’s FMC FMC Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-200
Closed -$12.7K – 871
2024
Q1 		$12.7K Buy
+200
New +$11.7K ﹤0.01% 547
2023
Q4 		– Sell
-205
Closed -$13.7K – 887
2023
Q3 		$13.7K Buy
205
+180
+720% +$15.6K ﹤0.01% 569
2023
Q2 		$2.61K Buy
+25
New +$2.81K ﹤0.01% 823
2023
Q1 		– Sell
-25
Closed -$3.12K – 1078
2022
Q4 		$3.12K Buy
+25
New +$3.06K ﹤0.01% 857
2022
Q3 		– Sell
-25
Closed -$3K – 500
2022
Q2 		$3K Buy
+25
New +$3.06K ﹤0.01% 934

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 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

Concord Wealth Partners's FMC Position: Q2 2024 in Review

Concord Wealth Partners sold out of FMC (FMC) in Q2 2024, closing a stake of 200 shares — an estimated $12.7K sold.

Concord Wealth Partners first reported a position in FMC in Q2 2022 and held it in 5 quarters. The position peaked at $13.7K in Q3 2023. 582 funds tracked by Wall St. Rank hold FMC as of Q2 2024.

  • Concord Wealth Partners reported no remaining FMC position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 200 FMC shares in Q2 2024, an estimated $12.7K.
  • Concord Wealth Partners first reported a position in FMC in Q2 2022 and held it in 5 quarters.
  • Concord Wealth Partners's FMC position peaked at $13.7K in Q3 2023.
  • 582 funds tracked by Wall St. Rank held FMC as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.