HighMark Wealth Management’s FMC FMC Stock Holding History

HighMark Wealth Management’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
2025 Q1	–	Sell	-128	Closed	-$6.22K	–	585
2024 Q4	$6.22K	Buy	128 +43	+51%	+$2.51K	﹤0.01%	359
2024 Q3	$5.61K	Sell	85 -2	-2%	-$122	﹤0.01%	392
2024 Q2	$5.01K	Hold	87	–	–	﹤0.01%	387
2024 Q1	$5.54K	Hold	87	–	–	﹤0.01%	364
2023 Q4	$5.49K	Hold	87	–	–	﹤0.01%	356
2023 Q3	$4.02K	Buy	87 +48	+123%	+$4.16K	﹤0.01%	383
2023 Q2	$3.86K	Hold	39	–	–	﹤0.01%	389
2023 Q1	$4.76K	Sell	39 -11	-22%	-$1.38K	﹤0.01%	407
2022 Q4	$6.24K	Sell	50 -2	-4%	-$245	﹤0.01%	314
2022 Q3	$5K	Sell	52 -12	-19%	-$1.29K	﹤0.01%	333
2022 Q2	$7K	Hold	64	–	–	0.01%	296
2022 Q1	$8K	Hold	64	–	–	0.01%	298
2021 Q4	$7K	Buy	64 +17	+36%	+$1.71K	﹤0.01%	311
2021 Q3	$4K	Sell	47 -1	-2%	-$99	﹤0.01%	385
2021 Q2	$5K	Buy	+48	New	+$5.56K	﹤0.01%	363

Other funds holding FMC

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

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

HighMark Wealth Management's FMC Position: Q1 2025 in Review

HighMark Wealth Management sold out of FMC (FMC) in Q1 2025, closing a stake of 128 shares — an estimated $6.22K sold.

HighMark Wealth Management first reported a position in FMC in Q2 2021 and held it in 15 quarters. The position peaked at $8K in Q1 2022. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

HighMark Wealth Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
HighMark Wealth Management sold 128 FMC shares in Q1 2025, an estimated $6.22K.
HighMark Wealth Management first reported a position in FMC in Q2 2021 and held it in 15 quarters.
HighMark Wealth Management's FMC position peaked at $8K in Q1 2022.
530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.