EWM
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Evermay Wealth Management’s FTI Consulting FCN Stock Holding History

Evermay Wealth Management’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
2025
Q1 		– Sell
-50
Closed -$9.56K – 588
2024
Q4 		$9.56K Hold
50
– – ﹤0.01% 449
2024
Q3 		$11.4K Hold
50
– – ﹤0.01% 449
2024
Q2 		$10.8K Hold
50
– – ﹤0.01% 448
2024
Q1 		$10.5K Hold
50
– – ﹤0.01% 461
2023
Q4 		$9.96K Hold
50
– – ﹤0.01% 452
2023
Q3 		$8.92K Hold
50
– – ﹤0.01% 443
2023
Q2 		$9.51K Hold
50
– – ﹤0.01% 433
2023
Q1 		$9.87K Hold
50
– – ﹤0.01% 420
2022
Q4 		$7.94K Buy
+50
New +$8.35K ﹤0.01% 435

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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evermay Wealth Management's FCN Position: Q1 2025 in Review

Evermay Wealth Management sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 50 shares — an estimated $9.56K sold.

Evermay Wealth Management first reported a position in FCN in Q4 2022 and held it in 9 quarters. The position peaked at $11.4K in Q3 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • Evermay Wealth Management reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 50 FTI Consulting shares in Q1 2025, an estimated $9.56K.
  • Evermay Wealth Management first reported a position in FTI Consulting in Q4 2022 and held it in 9 quarters.
  • Evermay Wealth Management's FTI Consulting position peaked at $11.4K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.