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Ellevest Inc’s FTI Consulting FCN Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-70
Closed -$13.8K – 780
2023
Q1 		$13.8K Buy
70
+48
+218% +$8.34K ﹤0.01% 947
2022
Q4 		$3.49K Sell
22
-111
-83% -$18.5K ﹤0.01% 1267
2022
Q3 		$22K Buy
133
+114
+600% +$19.2K ﹤0.01% 788
2022
Q2 		$3K Buy
+19
New +$3.13K ﹤0.01% 1093
2020
Q3 		– Sell
-36
Closed -$4K – 1186
2020
Q2 		$4K Buy
+36
New +$4.36K ﹤0.01% 781

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ellevest Inc's FCN Position: Q2 2023 in Review

Ellevest Inc sold out of FTI Consulting (FCN) in Q2 2023, closing a stake of 70 shares — an estimated $13.8K sold.

Ellevest Inc first reported a position in FCN in Q2 2020 and held it in 5 quarters. The position peaked at $22K in Q3 2022. 351 funds tracked by Wall St. Rank hold FCN as of Q2 2023.

  • Ellevest Inc reported no remaining FTI Consulting position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 70 FTI Consulting shares in Q2 2023, an estimated $13.8K.
  • Ellevest Inc first reported a position in FTI Consulting in Q2 2020 and held it in 5 quarters.
  • Ellevest Inc's FTI Consulting position peaked at $22K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.