MWM
FLR icon

Mission Wealth Management’s Fluor FLR Stock Holding History

Mission Wealth Management’s Portfolio FLR Stock Details FLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,100
Closed -$296K – 284
2018
Q3 		$296K Hold
5,100
– – 0.04% 216
2018
Q2 		$249K Buy
5,100
+1,200
+31% +$62.8K 0.04% 219
2018
Q1 		$223K Hold
3,900
– – 0.04% 203
2017
Q4 		$201K Buy
+3,900
New +$182K 0.03% 213
2017
Q2 		– Sell
-3,900
Closed -$205K – 195
2017
Q1 		$205K Sell
3,900
-150
-4% -$8.18K 0.04% 176
2016
Q4 		$213K Buy
4,050
+150
+4% +$7.79K 0.04% 164
2016
Q3 		$200K Buy
+3,900
New +$201K 0.05% 162
2016
Q2 		– Sell
-3,900
Closed -$209K – 167
2016
Q1 		$209K Buy
+3,900
New +$183K 0.06% 144

Other funds holding FLR

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSM
Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return