DWM
FMC icon

Drive Wealth Management’s FMC FMC Stock Holding History

Drive 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
2023
Q1 		– Sell
-1,630
Closed -$204K – 301
2022
Q4 		$204K Sell
1,630
-1,319
-45% -$162K 0.1% 219
2022
Q3 		$313K Sell
2,949
-1,120
-28% -$121K 0.3% 106
2022
Q2 		$438K Buy
4,069
+262
+7% +$32K 0.4% 70
2022
Q1 		$503K Buy
3,807
+917
+32% +$108K 0.42% 63
2021
Q4 		$319K Buy
+2,890
New +$291K 0.28% 95

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Drive Wealth Management's FMC Position: Q1 2023 in Review

Drive Wealth Management sold out of FMC (FMC) in Q1 2023, closing a stake of 1,630 shares — an estimated $204K sold.

Drive Wealth Management first reported a position in FMC in Q4 2021 and held it in 5 quarters. The position peaked at $503K in Q1 2022. 684 funds tracked by Wall St. Rank hold FMC as of Q1 2023.

  • Drive Wealth Management reported no remaining FMC position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 1,630 FMC shares in Q1 2023, an estimated $204K.
  • Drive Wealth Management first reported a position in FMC in Q4 2021 and held it in 5 quarters.
  • Drive Wealth Management's FMC position peaked at $503K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held FMC as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.