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Morton Brown Family Wealth’s FTI Consulting FCN Stock Holding History

Morton Brown Family Wealth’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
Q3 		– Sell
-7
Closed -$1K – 254
2022
Q2 		$1K Buy
+7
New +$1.16K ﹤0.01% 230

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Morton Brown Family Wealth's FCN Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of FTI Consulting (FCN) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in FCN in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 349 funds tracked by Wall St. Rank hold FCN as of Q3 2022.

  • Morton Brown Family Wealth reported no remaining FTI Consulting position as of Q3 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 7 FTI Consulting shares in Q3 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in FTI Consulting in Q2 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's FTI Consulting position peaked at $1K in Q2 2022.
  • 349 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.