FCI
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Financial Counselors Inc’s Workiva WK Stock Holding History

Financial Counselors Inc’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,142
Closed -$1.11M – 591
2024
Q1 		$1.11M Buy
13,142
+78
+0.6% +$7.03K 0.02% 319
2023
Q4 		$1.33M Hold
13,064
– – 0.02% 299
2023
Q3 		$1.32M Hold
13,064
– – 0.03% 294
2023
Q2 		$1.33M Hold
13,064
– – 0.03% 278
2023
Q1 		$1.34M Hold
13,064
– – 0.03% 284
2022
Q4 		$1.1M Buy
13,064
+64
+0.5% +$4.96K 0.02% 297
2022
Q3 		$1.01M Hold
13,000
– – 0.02% 291
2022
Q2 		$858K Sell
13,000
-710
-5% -$59.1K 0.02% 307
2022
Q1 		$1.62M Hold
13,710
– – 0.03% 268
2021
Q4 		$1.79M Buy
13,710
+710
+5% +$100K 0.04% 262
2021
Q3 		$1.83M Hold
13,000
– – 0.04% 271
2021
Q2 		$1.45M Hold
13,000
– – 0.03% 285
2021
Q1 		$1.15M Hold
13,000
– – 0.03% 288
2020
Q4 		$1.19M Buy
+13,000
New +$913K 0.03% 287

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RP
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JP Morgan Chase
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State Street
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CCA
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