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Kingsview Wealth Management’s FTI Consulting FCN Stock Holding History

Kingsview Wealth Management’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,304
Closed -$248K – 958
2023
Q2 		$248K Sell
1,304
-12
-0.9% -$2.27K 0.01% 799
2023
Q1 		$260K Buy
+1,316
New +$229K 0.01% 763

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Kingsview Wealth Management's FCN Position: Q3 2023 in Review

Kingsview Wealth Management sold out of FTI Consulting (FCN) in Q3 2023, closing a stake of 1,304 shares — an estimated $248K sold.

Kingsview Wealth Management first reported a position in FCN in Q1 2023 and held it in 2 quarters. The position peaked at $260K in Q1 2023. 352 funds tracked by Wall St. Rank hold FCN as of Q3 2023.

  • Kingsview Wealth Management reported no remaining FTI Consulting position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,304 FTI Consulting shares in Q3 2023, an estimated $248K.
  • Kingsview Wealth Management first reported a position in FTI Consulting in Q1 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's FTI Consulting position peaked at $260K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.