EWM
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Evermay Wealth Management’s TechnipFMC FTI Stock Holding History

Evermay Wealth Management’s Portfolio FTI Stock Details FTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-97
Closed -$2.54K – 592
2024
Q3 		$2.54K Hold
97
– – ﹤0.01% 533
2024
Q2 		$2.54K Hold
97
– – ﹤0.01% 532
2024
Q1 		$2.44K Hold
97
– – ﹤0.01% 530
2023
Q4 		$1.95K Hold
97
– – ﹤0.01% 519
2023
Q3 		$1.97K Hold
97
– – ﹤0.01% 500
2023
Q2 		$1.61K Buy
+97
New +$1.37K ﹤0.01% 500
2014
Q4 		– Sell
-6,424
Closed -$260K – 85
2014
Q3 		$260K Hold
6,424
– – 0.22% 65
2014
Q2 		$292K Sell
6,424
-639
-9% -$27.1K 0.25% 63
2014
Q1 		$275K Sell
7,063
-8
-0.1% -$303 0.29% 54
2013
Q4 		$275K Buy
+7,071
New +$274K 0.38% 38

Other funds holding FTI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Evermay Wealth Management's FTI Position: Q4 2024 in Review

Evermay Wealth Management sold out of TechnipFMC (FTI) in Q4 2024, closing a stake of 97 shares — an estimated $2.54K sold.

Evermay Wealth Management first reported a position in FTI in Q4 2013 and held it in 10 quarters. The position peaked at $292K in Q2 2014. 498 funds tracked by Wall St. Rank hold FTI as of Q4 2024.

  • Evermay Wealth Management reported no remaining TechnipFMC position as of Q4 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 97 TechnipFMC shares in Q4 2024, an estimated $2.54K.
  • Evermay Wealth Management first reported a position in TechnipFMC in Q4 2013 and held it in 10 quarters.
  • Evermay Wealth Management's TechnipFMC position peaked at $292K in Q2 2014.
  • 498 funds tracked by Wall St. Rank held TechnipFMC as of Q4 2024.

Based on Evermay Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.