FWM
FMC icon

Filbrandt Wealth Management’s FMC FMC Stock Holding History

Filbrandt 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
2021
Q3 		$59K Hold
640
– – 0.03% 81
2021
Q2 		$69K Hold
640
– – 0.04% 77
2021
Q1 		$71K Hold
640
– – 0.04% 69
2020
Q4 		$74K Hold
640
– – 0.05% 61
2020
Q3 		$68K Sell
640
-35
-5% -$3.75K 0.05% 69
2020
Q2 		$67K Buy
675
+35
+5% +$3.23K 0.05% 94
2020
Q1 		$52K Hold
640
– – 0.06% 68
2019
Q4 		$63K Buy
+640
New +$59.5K 0.06% 72

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's FMC Position: Q3 2021 in Review

Filbrandt Wealth Management held its FMC (FMC) position steady in Q3 2021 at 640 shares worth $59K. The position accounts for 0.03% of the portfolio, ranked #81.

Filbrandt Wealth Management first reported a position in FMC in Q4 2019 and has held it in 8 quarters since. The position peaked at $74K in Q4 2020. 548 funds tracked by Wall St. Rank hold FMC as of Q3 2021.

  • Filbrandt Wealth Management held 640 shares of FMC worth $59K as of Q3 2021.
  • Filbrandt Wealth Management left its FMC share count unchanged in Q3 2021.
  • FMC made up 0.03% of Filbrandt Wealth Management's portfolio in Q3 2021, its #81 holding.
  • Filbrandt Wealth Management first reported a position in FMC in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's FMC position peaked at $74K in Q4 2020.
  • 548 funds tracked by Wall St. Rank held FMC as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.