Key Financial Inc’s FMC FMC Stock Holding History

Key Financial Inc’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 Q4	–	Sell	-785	Closed	-$52.6K	–	1336
2023 Q3	$52.6K	Hold	785	–	–	0.02%	402
2023 Q2	$81.9K	Hold	785	–	–	0.03%	333
2023 Q1	$95.9K	Hold	785	–	–	0.03%	290
2022 Q4	$83K	Hold	785	–	–	0.04%	276
2022 Q3	$83K	Hold	785	–	–	0.04%	279
2022 Q2	$84K	Hold	785	–	–	0.05%	273
2022 Q1	$103K	Hold	785	–	–	0.05%	244
2021 Q4	$86K	Hold	785	–	–	0.04%	258
2021 Q3	$72K	Hold	785	–	–	0.04%	279
2021 Q2	$84K	Buy	+785	New	+$90.9K	0.05%	257
2020 Q2	–	Sell	-108	Closed	-$9K	–	283
2020 Q1	$9K	Buy	+108	New	+$10K	0.01%	415

Other funds holding FMC

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Key Financial Inc's FMC Position: Q4 2023 in Review

Key Financial Inc sold out of FMC (FMC) in Q4 2023, closing a stake of 785 shares — an estimated $52.6K sold.

Key Financial Inc first reported a position in FMC in Q1 2020 and held it in 11 quarters. The position peaked at $103K in Q1 2022. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

Key Financial Inc reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 785 FMC shares in Q4 2023, an estimated $52.6K.
Key Financial Inc first reported a position in FMC in Q1 2020 and held it in 11 quarters.
Key Financial Inc's FMC position peaked at $103K in Q1 2022.
599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.