DPW
FMC icon

DiNuzzo Private Wealth’s FMC FMC Stock Holding History

DiNuzzo Private Wealth’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23 Hold
2
– – ﹤0.01% 1331
2026
Q1 		$35 Hold
2
– – ﹤0.01% 1323
2025
Q4 		$28 Sell
2
-8
-80% -$153 ﹤0.01% 1355
2025
Q3 		$391 Buy
10
+7
+233% +$273 ﹤0.01% 1149
2025
Q2 		$126 Sell
3
-4
-57% -$159 ﹤0.01% 1288
2025
Q1 		$296 Sell
7
-5
-42% -$222 ﹤0.01% 1182
2024
Q4 		$584 Sell
12
-4
-25% -$234 ﹤0.01% 1032
2024
Q3 		$1.06K Buy
16
+4
+33% +$245 ﹤0.01% 833
2024
Q2 		$691 Buy
12
+2
+20% +$120 ﹤0.01% 932
2024
Q1 		$637 Sell
10
-1
-9% -$58 ﹤0.01% 898
2023
Q4 		$694 Buy
+11
New +$638 ﹤0.01% 848

Other funds holding FMC

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $147M AUM
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return