Fiduciary Alliance’s FMC FMC Stock Holding History

Fiduciary Alliance’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	-800	Closed	-$83.5K	–	452
2023 Q2	$83.5K	Buy	+800	New	+$89.9K	0.02%	235
2023 Q1	–	Sell	-800	Closed	-$99.8K	–	400
2022 Q4	$99.8K	Buy	+800	New	+$98.1K	0.03%	164

Other funds holding FMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fiduciary Alliance's FMC Position: Q3 2023 in Review

Fiduciary Alliance sold out of FMC (FMC) in Q3 2023, closing a stake of 800 shares — an estimated $83.5K sold.

Fiduciary Alliance first reported a position in FMC in Q4 2022 and held it in 2 quarters. The position peaked at $99.8K in Q4 2022. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

Fiduciary Alliance reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 800 FMC shares in Q3 2023, an estimated $83.5K.
Fiduciary Alliance first reported a position in FMC in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's FMC position peaked at $99.8K in Q4 2022.
616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.