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GeoWealth Management’s FTI Consulting FCN Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-181
Closed -$34.6K – 1296
2024
Q4 		$34.6K Buy
181
+57
+46% +$11.8K ﹤0.01% 1261
2024
Q3 		$28.2K Buy
+124
New +$27.6K ﹤0.01% 1218

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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GeoWealth Management's FCN Position: Q1 2025 in Review

GeoWealth Management sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 181 shares — an estimated $34.6K sold.

GeoWealth Management first reported a position in FCN in Q3 2024 and held it in 2 quarters. The position peaked at $34.6K in Q4 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • GeoWealth Management reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 181 FTI Consulting shares in Q1 2025, an estimated $34.6K.
  • GeoWealth Management first reported a position in FTI Consulting in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's FTI Consulting position peaked at $34.6K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.