DWM
FMC icon

Diversify Wealth Management’s FMC FMC Stock Holding History

Diversify Wealth Management’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
2024
Q3 		– Sell
-5,533
Closed -$341K – 480
2024
Q2 		$341K Buy
+5,533
New +$331K 0.04% 337

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversify Wealth Management's FMC Position: Q3 2024 in Review

Diversify Wealth Management sold out of FMC (FMC) in Q3 2024, closing a stake of 5,533 shares — an estimated $341K sold.

Diversify Wealth Management first reported a position in FMC in Q2 2024 and held it in 1 quarter. The position peaked at $341K in Q2 2024. 610 funds tracked by Wall St. Rank hold FMC as of Q3 2024.

  • Diversify Wealth Management reported no remaining FMC position as of Q3 2024 after selling out during the quarter.
  • Diversify Wealth Management sold 5,533 FMC shares in Q3 2024, an estimated $341K.
  • Diversify Wealth Management first reported a position in FMC in Q2 2024 and held it in 1 quarter.
  • Diversify Wealth Management's FMC position peaked at $341K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held FMC as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.