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DFPG Investments’s FTI Consulting FCN Stock Holding History

DFPG Investments’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
2023
Q4 		$828K Buy
4,264
+174
+4% +$36K 0.06% 274
2023
Q3 		$885K Buy
4,090
+1,420
+53% +$265K 0.08% 222
2023
Q2 		$535K Buy
2,670
+488
+22% +$92.2K 0.05% 355
2023
Q1 		$431K Buy
2,182
+127
+6% +$22.1K 0.05% 367
2022
Q4 		$327K Buy
+2,055
New +$343K 0.05% 338

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DFPG Investments's FCN Position: Q4 2023 in Review

DFPG Investments increased its FTI Consulting (FCN) stake by 4.3% in Q4 2023, buying an estimated $36K and bringing the position to 4,264 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #274.

DFPG Investments first reported a position in FCN in Q4 2022 and has held it in 5 quarters since. The position peaked at $885K in Q3 2023. 368 funds tracked by Wall St. Rank hold FCN as of Q4 2023.

  • DFPG Investments held 4,264 shares of FTI Consulting worth $828K as of Q4 2023.
  • DFPG Investments bought 174 FTI Consulting shares in Q4 2023, an estimated $36K.
  • FTI Consulting made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #274 holding.
  • DFPG Investments first reported a position in FTI Consulting in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's FTI Consulting position peaked at $885K in Q3 2023.
  • 368 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.