FEG
FMC icon

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return