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Congress Wealth Management’s FTI Consulting FCN Stock Holding History

Congress 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
2025
Q2 		$2.01M Sell
12,462
-1,439
-10% -$235K 0.02% 553
2025
Q1 		$2.28M Sell
13,901
-29,345
-68% -$5.27M 0.03% 464
2024
Q4 		$8.27M Sell
43,246
-460
-1% -$94.8K 0.11% 223
2024
Q3 		$9.95M Buy
43,706
+111
+0.3% +$24.7K 0.13% 212
2024
Q2 		$9.4M Buy
43,595
+1,018
+2% +$218K 0.15% 181
2024
Q1 		$8.95M Buy
42,577
+331
+0.8% +$66.5K 0.15% 178
2023
Q4 		$8.41M Sell
42,246
-6,047
-13% -$1.25M 0.15% 176
2023
Q3 		$8.62M Sell
48,293
-2,571
-5% -$479K 0.18% 162
2023
Q2 		$9.67M Sell
50,864
-146
-0.3% -$27.6K 0.22% 136
2023
Q1 		$10.1M Sell
51,010
-1,043
-2% -$181K 0.24% 132
2022
Q4 		$8.27M Sell
52,053
-1,578
-3% -$263K 0.21% 140
2022
Q3 		$8.89M Sell
53,631
-7,658
-12% -$1.29M 0.24% 128
2022
Q2 		$11.1M Sell
61,289
-6,376
-9% -$1.05M 0.28% 92
2022
Q1 		$10.6M Buy
67,665
+1,627
+2% +$243K 0.23% 123
2021
Q4 		$10.1M Buy
+66,038
New +$9.63M 0.2% 146

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return