FGAM
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Financial Gravity Asset Management’s FTI Consulting FCN Stock Holding History

Financial Gravity Asset Management’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$1.28K – 1777
2024
Q1 		$1.28K Buy
6
+4
+200% +$804 ﹤0.01% 1190
2023
Q4 		$836 Buy
2
+1
+100% +$207 ﹤0.01% 1065
2023
Q3 		$434 Buy
+1
New +$186 ﹤0.01% 831
2021
Q1 		– Hold
0
– – – 629
2020
Q2 		– Sell
-8
Closed -$945 – 310
2020
Q1 		$945 Sell
8
-8
-50% -$942 ﹤0.01% 480
2019
Q4 		$111K Sell
16
-5
-24% -$546 0.08% 280
2019
Q3 		$2K Buy
21
+6
+40% +$612 ﹤0.01% 881
2019
Q2 		$1K Buy
15
+6
+67% +$493 ﹤0.01% 1043
2019
Q1 		$1K Buy
+9
New +$635 ﹤0.01% 1097
2018
Q3 		$2K Buy
32
+22
+220% +$1.62K ﹤0.01% 949
2018
Q2 		$1K Sell
10
-4
-29% -$232 ﹤0.01% 1160
2018
Q1 		$1K Buy
+14
New +$632 ﹤0.01% 1132

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return