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Kingswood Wealth Advisors’s FMC FMC Stock Holding History

Kingswood Wealth 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
2024
Q4 		– Sell
-6,222
Closed -$410K – 835
2024
Q3 		$410K Sell
6,222
-100
-2% -$6.12K 0.03% 512
2024
Q2 		$364K Sell
6,322
-127
-2% -$7.59K 0.03% 471
2024
Q1 		$411K Sell
6,449
-669
-9% -$39K 0.05% 393
2023
Q4 		$449K Buy
7,118
+1,931
+37% +$112K 0.05% 373
2023
Q3 		$347K Buy
+5,187
New +$449K 0.06% 306

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

Kingswood Wealth Advisors's FMC Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of FMC (FMC) in Q4 2024, closing a stake of 6,222 shares — an estimated $410K sold.

Kingswood Wealth Advisors first reported a position in FMC in Q3 2023 and held it in 5 quarters. The position peaked at $449K in Q4 2023. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,222 FMC shares in Q4 2024, an estimated $410K.
  • Kingswood Wealth Advisors first reported a position in FMC in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's FMC position peaked at $449K in Q4 2023.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.