FORA Capital’s FTI Consulting FCN Stock Holding History

FORA Capital’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
2025 Q3	–	Sell	-3,791	Closed	-$612K	–	554
2025 Q2	$612K	Sell	3,791 -370	-9%	-$60.4K	0.07%	295
2025 Q1	$683K	Buy	+4,161	New	+$748K	0.07%	283
2024 Q1	–	Sell	-6,873	Closed	-$1.37M	–	456
2023 Q4	$1.37M	Buy	6,873 +4,311	+168%	+$892K	0.12%	213
2023 Q3	$457K	Buy	+2,562	New	+$477K	0.04%	348
2023 Q2	–	Sell	-4,384	Closed	-$865K	–	442
2023 Q1	$865K	Buy	4,384 +2,896	+195%	+$503K	0.09%	270
2022 Q4	$236K	Buy	+1,488	New	+$248K	0.04%	418
2022 Q3	–	Sell	-5,044	Closed	-$912K	–	458
2022 Q2	$912K	Buy	+5,044	New	+$832K	0.18%	161
2021 Q3	–	Sell	-2,268	Closed	-$310K	–	520
2021 Q2	$310K	Buy	+2,268	New	+$319K	0.06%	353
2021 Q1	–	Sell	-1,343	Closed	-$150K	–	874
2020 Q4	$150K	Buy	1,343 +462	+52%	+$49.7K	0.02%	572
2020 Q3	$93K	Buy	+881	New	+$100K	0.06%	310
2020 Q1	–	Sell	-901	Closed	-$100K	–	1124
2019 Q4	$100K	Buy	+901	New	+$98.5K	0.01%	750

Other funds holding FCN

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return