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Evergreen Private Wealth’s FTI Consulting FCN Stock Holding History

Evergreen Private Wealth’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
2024
Q2 		– Sell
-140
Closed -$29.4K – 214
2024
Q1 		$29.4K Hold
140
– – 0.01% 135
2023
Q4 		$27.9K Buy
+140
New +$29K 0.02% 131

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Private Wealth's FCN Position: Q2 2024 in Review

Evergreen Private Wealth sold out of FTI Consulting (FCN) in Q2 2024, closing a stake of 140 shares — an estimated $29.4K sold.

Evergreen Private Wealth first reported a position in FCN in Q4 2023 and held it in 2 quarters. The position peaked at $29.4K in Q1 2024. 406 funds tracked by Wall St. Rank hold FCN as of Q2 2024.

  • Evergreen Private Wealth reported no remaining FTI Consulting position as of Q2 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 140 FTI Consulting shares in Q2 2024, an estimated $29.4K.
  • Evergreen Private Wealth first reported a position in FTI Consulting in Q4 2023 and held it in 2 quarters.
  • Evergreen Private Wealth's FTI Consulting position peaked at $29.4K in Q1 2024.
  • 406 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2024.

Based on Evergreen Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.