EWM
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Empirical Wealth Management’s FMC FMC Stock Holding History

Empirical 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
Q4 		– Sell
-9,385
Closed -$629K – 504
2023
Q3 		$629K Buy
9,385
+1,794
+24% +$155K 0.02% 276
2023
Q2 		$792K Buy
7,591
+1,072
+16% +$120K 0.03% 251
2023
Q1 		$796K Buy
6,519
+708
+12% +$89.1K 0.03% 253
2022
Q4 		$725K Buy
5,811
+552
+10% +$67.7K 0.03% 255
2022
Q3 		$556K Buy
5,259
+1,440
+38% +$155K 0.03% 283
2022
Q2 		$409K Buy
+3,819
New +$467K 0.02% 333

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Empirical Wealth Management's FMC Position: Q4 2023 in Review

Empirical Wealth Management sold out of FMC (FMC) in Q4 2023, closing a stake of 9,385 shares — an estimated $629K sold.

Empirical Wealth Management first reported a position in FMC in Q2 2022 and held it in 6 quarters. The position peaked at $796K in Q1 2023. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Empirical Wealth Management reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 9,385 FMC shares in Q4 2023, an estimated $629K.
  • Empirical Wealth Management first reported a position in FMC in Q2 2022 and held it in 6 quarters.
  • Empirical Wealth Management's FMC position peaked at $796K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Empirical Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.