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Liberty Wealth Management’s FMC FMC Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-348
Closed -$38K – 1098
2021
Q1 		$38K Hold
348
– – 0.02% 335
2020
Q4 		$38K Buy
348
+31
+10% +$3.45K 0.02% 332
2020
Q3 		$34K Sell
317
-24
-7% -$2.57K 0.02% 301
2020
Q2 		$34K Buy
341
+12
+4% +$1.11K 0.02% 283
2020
Q1 		$27K Buy
+329
New +$30.5K 0.02% 305
2019
Q3 		– Sell
-73
Closed -$6K – 902
2019
Q2 		$6K Buy
+73
New +$5.73K 0.01% 620

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Liberty Wealth Management's FMC Position: Q2 2021 in Review

Liberty Wealth Management sold out of FMC (FMC) in Q2 2021, closing a stake of 348 shares — an estimated $38K sold.

Liberty Wealth Management first reported a position in FMC in Q2 2019 and held it in 6 quarters. The position peaked at $38K in Q1 2021. 601 funds tracked by Wall St. Rank hold FMC as of Q2 2021.

  • Liberty Wealth Management reported no remaining FMC position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 348 FMC shares in Q2 2021, an estimated $38K.
  • Liberty Wealth Management first reported a position in FMC in Q2 2019 and held it in 6 quarters.
  • Liberty Wealth Management's FMC position peaked at $38K in Q1 2021.
  • 601 funds tracked by Wall St. Rank held FMC as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.