MGIA
FCN icon

Moneta Group Investment Advisors’s FTI Consulting FCN Stock Holding History

Moneta Group Investment Advisors’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
2023
Q2 		– Sell
-1,083
Closed -$214K – 553
2023
Q1 		$214K Buy
+1,083
New +$188K 0.01% 485

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Moneta Group Investment Advisors's FCN Position: Q2 2023 in Review

Moneta Group Investment Advisors sold out of FTI Consulting (FCN) in Q2 2023, closing a stake of 1,083 shares — an estimated $214K sold.

Moneta Group Investment Advisors first reported a position in FCN in Q1 2023 and held it in 1 quarter. The position peaked at $214K in Q1 2023. 352 funds tracked by Wall St. Rank hold FCN as of Q2 2023.

  • Moneta Group Investment Advisors reported no remaining FTI Consulting position as of Q2 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,083 FTI Consulting shares in Q2 2023, an estimated $214K.
  • Moneta Group Investment Advisors first reported a position in FTI Consulting in Q1 2023 and held it in 1 quarter.
  • Moneta Group Investment Advisors's FTI Consulting position peaked at $214K in Q1 2023.
  • 352 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.