FRG Family Wealth Advisors’s FMC FMC Stock Holding History

FRG Family 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 Q2	–	Sell	-750	Closed	-$44.3K	–	221
2024 Q1	$44.3K	Buy	+750	New	+$43.8K	0.01%	210

Other funds holding FMC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FRG Family Wealth Advisors's FMC Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of FMC (FMC) in Q2 2024, closing a stake of 750 shares — an estimated $44.3K sold.

FRG Family Wealth Advisors first reported a position in FMC in Q1 2024 and held it in 1 quarter. The position peaked at $44.3K in Q1 2024. 582 funds tracked by Wall St. Rank hold FMC as of Q2 2024.

FRG Family Wealth Advisors reported no remaining FMC position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 750 FMC shares in Q2 2024, an estimated $44.3K.
FRG Family Wealth Advisors first reported a position in FMC in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's FMC position peaked at $44.3K in Q1 2024.
582 funds tracked by Wall St. Rank held FMC as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.