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MorganRosel Wealth Management’s FTI Consulting FCN Stock Holding History

MorganRosel 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
2020
Q3 		– Sell
-5,762
Closed -$660K – 76
2020
Q2 		$660K Sell
5,762
-566
-9% -$68.5K 0.61% 34
2020
Q1 		$758K Sell
6,328
-569
-8% -$67K 0.86% 19
2019
Q4 		$763K Sell
6,897
-311
-4% -$34K 0.58% 36
2019
Q3 		$764K Sell
7,208
-2,973
-29% -$303K 0.63% 33
2019
Q2 		$854K Sell
10,181
-430
-4% -$35.4K 0.7% 30
2019
Q1 		$815K Buy
10,611
+2,159
+26% +$152K 0.69% 30
2018
Q4 		$563K Buy
+8,452
New +$568K 0.58% 42

Other funds holding FCN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $2.08B AUM 63.16% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

MorganRosel Wealth Management's FCN Position: Q3 2020 in Review

MorganRosel Wealth Management sold out of FTI Consulting (FCN) in Q3 2020, closing a stake of 5,762 shares — an estimated $660K sold.

MorganRosel Wealth Management first reported a position in FCN in Q4 2018 and held it in 7 quarters. The position peaked at $854K in Q2 2019. 317 funds tracked by Wall St. Rank hold FCN as of Q3 2020.

  • MorganRosel Wealth Management reported no remaining FTI Consulting position as of Q3 2020 after selling out during the quarter.
  • MorganRosel Wealth Management sold 5,762 FTI Consulting shares in Q3 2020, an estimated $660K.
  • MorganRosel Wealth Management first reported a position in FTI Consulting in Q4 2018 and held it in 7 quarters.
  • MorganRosel Wealth Management's FTI Consulting position peaked at $854K in Q2 2019.
  • 317 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2020.

Based on MorganRosel Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.