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High Net Worth Advisory Group’s FMC FMC Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-240
Closed -$30K – 323
2022
Q4 		$30K Sell
240
-175
-42% -$21.5K 0.01% 390
2022
Q3 		$44K Hold
415
– – 0.02% 351
2022
Q2 		$44K Sell
415
-50
-11% -$6.11K 0.02% 341
2022
Q1 		$61K Buy
+465
New +$54.7K 0.02% 313

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

High Net Worth Advisory Group's FMC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of FMC (FMC) in Q1 2023, closing a stake of 240 shares — an estimated $30K sold.

High Net Worth Advisory Group first reported a position in FMC in Q1 2022 and held it in 4 quarters. The position peaked at $61K in Q1 2022. 684 funds tracked by Wall St. Rank hold FMC as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining FMC position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 240 FMC shares in Q1 2023, an estimated $30K.
  • High Net Worth Advisory Group first reported a position in FMC in Q1 2022 and held it in 4 quarters.
  • High Net Worth Advisory Group's FMC position peaked at $61K in Q1 2022.
  • 684 funds tracked by Wall St. Rank held FMC as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.