FW
FMC icon

FirstPurpose Wealth’s FMC FMC Stock Holding History

FirstPurpose Wealth’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
2023
Q3 		– Sell
-2,459
Closed -$257K – 203
2023
Q2 		$257K Sell
2,459
-110
-4% -$12.4K 0.11% 162
2023
Q1 		$314K Buy
2,569
+33
+1% +$4.15K 0.15% 120
2022
Q4 		$316K Buy
2,536
+198
+8% +$24.3K 0.18% 108
2022
Q3 		$247K Buy
+2,338
New +$252K 0.16% 121
2022
Q2 		– Sell
-1,784
Closed -$235K – 147
2022
Q1 		$235K Buy
+1,784
New +$210K 0.18% 117

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

FirstPurpose Wealth's FMC Position: Q3 2023 in Review

FirstPurpose Wealth sold out of FMC (FMC) in Q3 2023, closing a stake of 2,459 shares — an estimated $257K sold.

FirstPurpose Wealth first reported a position in FMC in Q1 2022 and held it in 5 quarters. The position peaked at $316K in Q4 2022. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • FirstPurpose Wealth reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 2,459 FMC shares in Q3 2023, an estimated $257K.
  • FirstPurpose Wealth first reported a position in FMC in Q1 2022 and held it in 5 quarters.
  • FirstPurpose Wealth's FMC position peaked at $316K in Q4 2022.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on FirstPurpose Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.