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Financial Synergies Wealth Advisors’s FMC FMC Stock Holding History

Financial Synergies Wealth Advisors’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
Q1 		– Sell
-4
Closed -$500 – 522
2023
Q4 		$500 Buy
+4
New +$232 ﹤0.01% 375
2023
Q2 		– Sell
-4
Closed -$489 – 509
2023
Q1 		$489 Hold
4
– – ﹤0.01% 417
2022
Q4 		$500 Hold
4
– – ﹤0.01% 375
2022
Q3 		$423 Hold
4
– – ﹤0.01% 374
2022
Q2 		$429 Buy
+4
New +$489 ﹤0.01% 385

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's FMC Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of FMC (FMC) in Q1 2024, closing a stake of 4 shares — an estimated $500 sold.

Financial Synergies Wealth Advisors first reported a position in FMC in Q2 2022 and held it in 5 quarters. The position peaked at $500 in Q4 2023. 583 funds tracked by Wall St. Rank hold FMC as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining FMC position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 FMC shares in Q1 2024, an estimated $500.
  • Financial Synergies Wealth Advisors first reported a position in FMC in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's FMC position peaked at $500 in Q4 2023.
  • 583 funds tracked by Wall St. Rank held FMC as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.