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Confluence Wealth Services’s FTI Consulting FCN Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-103
Closed -$15K – 532
2021
Q4 		$15K Buy
+103
New +$15K ﹤0.01% 806

Other funds holding FCN

Mawer Investment Management
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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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Confluence Wealth Services's FCN Position: Q1 2022 in Review

Confluence Wealth Services sold out of FTI Consulting (FCN) in Q1 2022, closing a stake of 103 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in FCN in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 328 funds tracked by Wall St. Rank hold FCN as of Q1 2022.

  • Confluence Wealth Services reported no remaining FTI Consulting position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 103 FTI Consulting shares in Q1 2022, an estimated $15K.
  • Confluence Wealth Services first reported a position in FTI Consulting in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's FTI Consulting position peaked at $15K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.