IAA
FMC icon

Independent Advisor Alliance’s FMC FMC Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-2,073
Closed -$216K – 667
2023
Q2 		$216K Sell
2,073
-83
-4% -$9.33K 0.01% 604
2023
Q1 		$263K Buy
+2,156
New +$271K 0.01% 543
2022
Q4 		– Sell
-1,966
Closed -$208K – 500
2022
Q3 		$208K Sell
1,966
-123
-6% -$13.3K 0.01% 573
2022
Q2 		$223K Buy
2,089
+62
+3% +$7.58K 0.01% 548
2022
Q1 		$267K Sell
2,027
-44
-2% -$5.17K 0.01% 526
2021
Q4 		$228K Buy
+2,071
New +$208K 0.01% 596
2021
Q3 		– Sell
-1,882
Closed -$204K – 647
2021
Q2 		$204K Buy
1,882
+11
+0.6% +$1.27K 0.01% 585
2021
Q1 		$207K Buy
+1,871
New +$207K 0.01% 553
2020
Q4 		– Sell
-2,087
Closed -$221K – 587
2020
Q3 		$221K Buy
2,087
+31
+2% +$3.32K 0.02% 436
2020
Q2 		$205K Buy
+2,056
New +$190K 0.02% 438
2020
Q1 		– Sell
-2,213
Closed -$221K – 545
2019
Q4 		$221K Buy
+2,213
New +$206K 0.01% 788
2019
Q1 		– Sell
-7,002
Closed -$449K – 452
2018
Q4 		$449K Buy
7,002
+332
+5% +$23.3K 0.08% 217
2018
Q3 		$500K Buy
6,670
+478
+8% +$36K 0.09% 192
2018
Q2 		$473K Buy
+6,192
New +$460K 0.1% 192

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Independent Advisor Alliance's FMC Position: Q3 2023 in Review

Independent Advisor Alliance sold out of FMC (FMC) in Q3 2023, closing a stake of 2,073 shares — an estimated $216K sold.

Independent Advisor Alliance first reported a position in FMC in Q2 2018 and held it in 14 quarters. The position peaked at $500K in Q3 2018. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Independent Advisor Alliance reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,073 FMC shares in Q3 2023, an estimated $216K.
  • Independent Advisor Alliance first reported a position in FMC in Q2 2018 and held it in 14 quarters.
  • Independent Advisor Alliance's FMC position peaked at $500K in Q3 2018.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Independent Advisor Alliance's 13F filing for Q3 2023, filed 24 Oct 2023.