EWM
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Evermay Wealth Management’s FMC FMC Stock Holding History

Evermay 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
Q3 		– Sell
-16
Closed -$1.67K – 568
2023
Q2 		$1.67K Buy
+16
New +$1.8K ﹤0.01% 498
2021
Q3 		– Sell
-48
Closed -$5K – 488
2021
Q2 		$5K Buy
+48
New +$5.56K ﹤0.01% 447

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Evermay Wealth Management's FMC Position: Q3 2023 in Review

Evermay Wealth Management sold out of FMC (FMC) in Q3 2023, closing a stake of 16 shares — an estimated $1.67K sold.

Evermay Wealth Management first reported a position in FMC in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Evermay Wealth Management reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 16 FMC shares in Q3 2023, an estimated $1.67K.
  • Evermay Wealth Management first reported a position in FMC in Q2 2021 and held it in 2 quarters.
  • Evermay Wealth Management's FMC position peaked at $5K in Q2 2021.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.