JFA
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Johanson Financial Advisors’s FMC FMC Stock Holding History

Johanson Financial Advisors’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
2021
Q1 		– Sell
-3,414
Closed -$392K – 116
2020
Q4 		$392K Buy
3,414
+14
+0.4% +$1.56K 0.16% 88
2020
Q3 		$358K Buy
3,400
+14
+0.4% +$1.5K 0.16% 83
2020
Q2 		$337K Buy
3,386
+17
+0.5% +$1.57K 0.17% 80
2020
Q1 		$275K Sell
3,369
-331,471
-99% -$30.8M 0.16% 78
2019
Q4 		$3.35M Buy
334,840
+331,282
+9,311% +$30.8M 0.16% 82
2019
Q3 		$312K Sell
3,558
-182
-5% -$15.6K 0.16% 80
2019
Q2 		$310K Buy
3,740
+19
+0.5% +$1.49K 0.17% 80
2019
Q1 		$286K Sell
3,721
-549
-13% -$40.3K 0.16% 80
2018
Q4 		$274K Sell
4,270
-681
-14% -$47.7K 0.18% 76
2018
Q3 		$374K Buy
4,951
+9
+0.2% +$678 0.22% 73
2018
Q2 		$382K Buy
4,942
+11
+0.2% +$816 0.24% 64
2018
Q1 		$328K Buy
4,931
+8
+0.2% +$596 0.22% 71
2017
Q4 		$404K Sell
4,923
-682
-12% -$54.8K 0.27% 60
2017
Q3 		$434K Buy
5,605
+12
+0.2% +$862 0.32% 57
2017
Q2 		$354K Buy
5,593
+12
+0.2% +$773 0.29% 59
2017
Q1 		$337K Buy
+5,581
New +$289K 0.3% 60
2016
Q4 		– Sell
-5,775
Closed -$242K – 25
2016
Q3 		$242K Buy
5,775
+19
+0.3% +$783 0.26% 67
2016
Q2 		$231K Buy
5,756
+22
+0.4% +$862 0.27% 61
2016
Q1 		$201K Buy
+5,734
New +$186K 0.25% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johanson Financial Advisors's FMC Position: Q1 2021 in Review

Johanson Financial Advisors sold out of FMC (FMC) in Q1 2021, closing a stake of 3,414 shares — an estimated $392K sold.

Johanson Financial Advisors first reported a position in FMC in Q1 2016 and held it in 19 quarters. The position peaked at $3.35M in Q4 2019. 614 funds tracked by Wall St. Rank hold FMC as of Q1 2021.

  • Johanson Financial Advisors reported no remaining FMC position as of Q1 2021 after selling out during the quarter.
  • Johanson Financial Advisors sold 3,414 FMC shares in Q1 2021, an estimated $392K.
  • Johanson Financial Advisors first reported a position in FMC in Q1 2016 and held it in 19 quarters.
  • Johanson Financial Advisors's FMC position peaked at $3.35M in Q4 2019.
  • 614 funds tracked by Wall St. Rank held FMC as of Q1 2021.

Based on Johanson Financial Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.