ICA Group Wealth Management’s First Mid Bancshares FMBH Stock Holding History

ICA Group Wealth Management’s Portfolio FMBH Stock Details FMBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$23.8K	Hold	725	–	–	0.01%	335
2024 Q1	$23.7K	Hold	725	–	–	﹤0.01%	719
2023 Q4	$25.1K	Buy	+725	New	+$21.9K	0.01%	663
2023 Q3	–	Sell	-725	Closed	-$17.5K	–	566
2023 Q2	$17.5K	Hold	725	–	–	﹤0.01%	722
2023 Q1	$19.7K	Hold	725	–	–	﹤0.01%	666
2022 Q4	$23.3K	Buy	+725	New	+$24.6K	0.01%	662

Other funds holding FMBH

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

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

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

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

ICA Group Wealth Management's FMBH Position: Q2 2024 in Review

ICA Group Wealth Management held its First Mid Bancshares (FMBH) position steady in Q2 2024 at 725 shares worth $23.8K. The position accounts for 0.01% of the portfolio, ranked #335.

ICA Group Wealth Management first reported a position in FMBH in Q4 2022 and has held it in 6 quarters since. The position peaked at $25.1K in Q4 2023. 114 funds tracked by Wall St. Rank hold FMBH as of Q2 2024.

ICA Group Wealth Management held 725 shares of First Mid Bancshares worth $23.8K as of Q2 2024.
ICA Group Wealth Management left its First Mid Bancshares share count unchanged in Q2 2024.
First Mid Bancshares made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #335 holding.
ICA Group Wealth Management first reported a position in First Mid Bancshares in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's First Mid Bancshares position peaked at $25.1K in Q4 2023.
114 funds tracked by Wall St. Rank held First Mid Bancshares as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.