FEG
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Financial Enhancement Group’s FMC FMC Stock Holding History

Financial Enhancement Group’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
2024
Q4 		– Sell
-59,751
Closed -$6.47M – 125
2024
Q3 		$6.47M Buy
+59,751
New +$3.66M 1.26% 25
2023
Q2 		– Sell
-59,751
Closed -$6.47M – 119
2023
Q1 		$6.47M Buy
59,751
+3,891
+7% +$490K 1.26% 25
2022
Q4 		$7.18M Buy
55,860
+1,407
+3% +$173K 1.38% 26
2022
Q3 		$5.76M Sell
54,453
-603
-1% -$65.1K 1.33% 22
2022
Q2 		$5.89M Sell
55,056
-1,504
-3% -$184K 1.27% 21
2022
Q1 		$7.44M Buy
56,560
+1,142
+2% +$134K 1.38% 20
2021
Q4 		$6.09M Buy
55,418
+2,043
+4% +$205K 1.07% 29
2021
Q3 		$4.89M Buy
53,375
+7,232
+16% +$714K 0.93% 28
2021
Q2 		$4.99M Sell
46,143
-27,739
-38% -$3.21M 1.03% 24
2021
Q1 		$8.17M Buy
73,882
+1,150
+2% +$127K 1.67% 21
2020
Q4 		$8.36M Sell
72,732
-3,629
-5% -$404K 1.78% 20
2020
Q3 		$8.09M Sell
76,361
-3,274
-4% -$350K 1.88% 18
2020
Q2 		$7.93M Sell
79,635
-1,448
-2% -$134K 2% 17
2020
Q1 		$6.62M Buy
+81,083
New +$7.53M 1.97% 17
2019
Q1 		– Sell
-191
Closed -$14K – 306
2018
Q4 		$14K Hold
191
– – ﹤0.01% 176
2018
Q3 		$14K Hold
191
– – ﹤0.01% 176
2018
Q2 		$15K Hold
191
– – 0.01% 163
2018
Q1 		$13K Buy
+191
New +$14.2K ﹤0.01% 175

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Enhancement Group's FMC Position: Q4 2024 in Review

Financial Enhancement Group sold out of FMC (FMC) in Q4 2024, closing a stake of 59,751 shares — an estimated $6.47M sold.

Financial Enhancement Group first reported a position in FMC in Q1 2018 and held it in 18 quarters. The position peaked at $8.36M in Q4 2020. 597 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Financial Enhancement Group reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 59,751 FMC shares in Q4 2024, an estimated $6.47M.
  • Financial Enhancement Group first reported a position in FMC in Q1 2018 and held it in 18 quarters.
  • Financial Enhancement Group's FMC position peaked at $8.36M in Q4 2020.
  • 597 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.