EPW
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Evergreen Private Wealth’s FMC FMC Stock Holding History

Evergreen Private Wealth’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
Q2 		– Sell
-145
Closed -$9.24K – 215
2024
Q1 		$9.24K Hold
145
– – ﹤0.01% 169
2023
Q4 		$9.14K Buy
+145
New +$8.41K ﹤0.01% 173

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 FMC Position: Q2 2024 in Review

Evergreen Private Wealth sold out of FMC (FMC) in Q2 2024, closing a stake of 145 shares — an estimated $9.24K sold.

Evergreen Private Wealth first reported a position in FMC in Q4 2023 and held it in 2 quarters. The position peaked at $9.24K in Q1 2024. 582 funds tracked by Wall St. Rank hold FMC as of Q2 2024.

  • Evergreen Private Wealth reported no remaining FMC position as of Q2 2024 after selling out during the quarter.
  • Evergreen Private Wealth sold 145 FMC shares in Q2 2024, an estimated $9.24K.
  • Evergreen Private Wealth first reported a position in FMC in Q4 2023 and held it in 2 quarters.
  • Evergreen Private Wealth's FMC position peaked at $9.24K in Q1 2024.
  • 582 funds tracked by Wall St. Rank held FMC as of Q2 2024.

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