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Kestra Private Wealth Services’s FMC FMC Stock Holding History

Kestra Private Wealth Services’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
2024
Q4 		– Sell
-3,554
Closed -$234K – 1445
2024
Q3 		$234K Sell
3,554
-1,290
-27% -$79K ﹤0.01% 1196
2024
Q2 		$279K Buy
+4,844
New +$290K 0.01% 1080

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Private Wealth Services's FMC Position: Q4 2024 in Review

Kestra Private Wealth Services sold out of FMC (FMC) in Q4 2024, closing a stake of 3,554 shares — an estimated $234K sold.

Kestra Private Wealth Services first reported a position in FMC in Q2 2024 and held it in 2 quarters. The position peaked at $279K in Q2 2024. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Kestra Private Wealth Services reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,554 FMC shares in Q4 2024, an estimated $234K.
  • Kestra Private Wealth Services first reported a position in FMC in Q2 2024 and held it in 2 quarters.
  • Kestra Private Wealth Services's FMC position peaked at $279K in Q2 2024.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Kestra Private Wealth Services's 13F filing for Q4 2024, filed 28 Jan 2025.