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Crewe Advisors’s FTI Consulting FCN Stock Holding History

Crewe Advisors’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
2024
Q3 		– Sell
-55
Closed -$11.9K – 809
2024
Q2 		$11.9K Buy
55
+40
+267% +$8.55K ﹤0.01% 655
2024
Q1 		$3.15K Buy
+15
New +$3.02K ﹤0.01% 808
2023
Q4 		– Sell
-1
Closed -$179 – 513
2023
Q3 		$179 Hold
1
– – ﹤0.01% 452
2023
Q2 		$191 Buy
+1
New +$189 ﹤0.01% 721

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Crewe Advisors's FCN Position: Q3 2024 in Review

Crewe Advisors sold out of FTI Consulting (FCN) in Q3 2024, closing a stake of 55 shares — an estimated $11.9K sold.

Crewe Advisors first reported a position in FCN in Q2 2023 and held it in 4 quarters. The position peaked at $11.9K in Q2 2024. 415 funds tracked by Wall St. Rank hold FCN as of Q3 2024.

  • Crewe Advisors reported no remaining FTI Consulting position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 55 FTI Consulting shares in Q3 2024, an estimated $11.9K.
  • Crewe Advisors first reported a position in FTI Consulting in Q2 2023 and held it in 4 quarters.
  • Crewe Advisors's FTI Consulting position peaked at $11.9K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.