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Laurel Wealth Advisors (California)’s FTI Consulting FCN Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$344K Hold
2,166
– – 0.03% 461
2022
Q3 		$359K Sell
2,166
-76
-3% -$12.8K 0.04% 426
2022
Q2 		$405K Buy
2,242
+196
+10% +$32.3K 0.04% 411
2022
Q1 		$322K Sell
2,046
-193
-9% -$28.8K 0.03% 560
2021
Q4 		$344K Buy
+2,239
New +$327K 0.03% 575

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FCN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its FTI Consulting (FCN) position steady in Q4 2022 at 2,166 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #461.

Laurel Wealth Advisors (California) first reported a position in FCN in Q4 2021 and has held it in 5 quarters since. The position peaked at $405K in Q2 2022. 347 funds tracked by Wall St. Rank hold FCN as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,166 shares of FTI Consulting worth $344K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its FTI Consulting share count unchanged in Q4 2022.
  • FTI Consulting made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #461 holding.
  • Laurel Wealth Advisors (California) first reported a position in FTI Consulting in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s FTI Consulting position peaked at $405K in Q2 2022.
  • 347 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.