Kolinsky Wealth Management’s FTI Consulting FCN Stock Holding History

Kolinsky 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
2024 Q4	$588K	Hold	3,077	–	–	0.36%	56
2024 Q3	$700K	Buy	3,077 +6	+0.2%	+$1.33K	0.46%	43
2024 Q2	$662K	Buy	3,071 +2	+0.1%	+$428	0.47%	41
2024 Q1	$645K	Buy	3,069 +3	+0.1%	+$603	0.49%	42
2023 Q4	$611K	Sell	3,066 -56	-2%	-$11.6K	0.54%	37
2023 Q3	$557K	Buy	3,122 +35	+1%	+$6.52K	0.55%	36
2023 Q2	$583K	Buy	3,087 +204	+7%	+$38.6K	0.55%	31
2023 Q1	$569K	Buy	+2,883	New	+$501K	0.6%	29
2022 Q4	–	Sell	-2,842	Closed	-$471K	–	130
2022 Q3	$471K	Buy	2,842 +48	+2%	+$8.07K	0.59%	33
2022 Q2	$505K	Sell	2,794 -45	-2%	-$7.42K	0.6%	30
2022 Q1	$446K	Sell	2,839 -480	-14%	-$71.6K	0.44%	41
2021 Q4	$509K	Buy	+3,319	New	+$484K	0.47%	37

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kolinsky Wealth Management's FCN Position: Q4 2024 in Review

Kolinsky Wealth Management held its FTI Consulting (FCN) position steady in Q4 2024 at 3,077 shares worth $588K. The position accounts for 0.36% of the portfolio, ranked #56.

Kolinsky Wealth Management first reported a position in FCN in Q4 2021 and has held it in 12 quarters since. The position peaked at $700K in Q3 2024. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

Kolinsky Wealth Management held 3,077 shares of FTI Consulting worth $588K as of Q4 2024.
Kolinsky Wealth Management left its FTI Consulting share count unchanged in Q4 2024.
FTI Consulting made up 0.36% of Kolinsky Wealth Management's portfolio in Q4 2024, its #56 holding.
Kolinsky Wealth Management first reported a position in FTI Consulting in Q4 2021 and has held it in 12 quarters since.
Kolinsky Wealth Management's FTI Consulting position peaked at $700K in Q3 2024.
412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.