KWM
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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
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return