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Concourse Financial Group Securities’s FTI Consulting FCN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-219
Closed -$42.3K – 678
2024
Q4 		$42.3K Sell
219
-6
-3% -$1.24K ﹤0.01% 1283
2024
Q3 		$51.2K Sell
225
-1
-0.4% -$222 ﹤0.01% 1177
2024
Q2 		$48.7K Buy
226
+15
+7% +$3.21K ﹤0.01% 1183
2024
Q1 		$44.4K Buy
211
+23
+12% +$4.62K ﹤0.01% 1229
2023
Q4 		$37.4K Buy
188
+5
+3% +$1.03K ﹤0.01% 1245
2023
Q3 		$32.6K Buy
183
+3
+2% +$559 ﹤0.01% 1255
2023
Q2 		$34.2K Buy
180
+15
+9% +$2.83K ﹤0.01% 1234
2023
Q1 		$32.6K Sell
165
-15
-8% -$2.61K ﹤0.01% 1270
2022
Q4 		$28.6K Buy
180
+18
+11% +$3K ﹤0.01% 1325
2022
Q3 		$27K Sell
162
-8
-5% -$1.35K ﹤0.01% 1193
2022
Q2 		$31K Sell
170
-22
-11% -$3.63K ﹤0.01% 1279
2022
Q1 		$30K Buy
192
+62
+48% +$9.24K ﹤0.01% 1336
2021
Q4 		$20K Buy
130
+32
+33% +$4.67K ﹤0.01% 1629
2021
Q3 		$13K Buy
98
+18
+23% +$2.5K ﹤0.01% 1801
2021
Q2 		$11K Buy
80
+18
+29% +$2.53K ﹤0.01% 1832
2021
Q1 		$9K Sell
62
-73
-54% -$8.65K ﹤0.01% 1788
2020
Q4 		$15K Buy
135
+98
+265% +$10.6K ﹤0.01% 1560
2020
Q3 		$4K Sell
37
-57
-61% -$6.48K ﹤0.01% 1849
2020
Q2 		$11K Buy
94
+13
+16% +$1.57K ﹤0.01% 1462
2020
Q1 		$10K Buy
+81
New +$9.53K ﹤0.01% 1445

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concourse Financial Group Securities's FCN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 219 shares — an estimated $42.3K sold.

Concourse Financial Group Securities first reported a position in FCN in Q1 2020 and held it in 20 quarters. The position peaked at $51.2K in Q3 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 219 FTI Consulting shares in Q1 2025, an estimated $42.3K.
  • Concourse Financial Group Securities first reported a position in FTI Consulting in Q1 2020 and held it in 20 quarters.
  • Concourse Financial Group Securities's FTI Consulting position peaked at $51.2K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.