Newbridge Financial Services Group’s FTI Consulting FCN Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-64	Closed	-$11.4K	–	1222
2023 Q3	$11.4K	Hold	64	–	–	0.01%	789
2023 Q2	$12.2K	Hold	64	–	–	0.01%	845
2023 Q1	$12.6K	Hold	64	–	–	0.01%	864
2022 Q4	$10.2K	Hold	64	–	–	0.01%	914
2022 Q3	$11K	Buy	+64	New	+$10.8K	0.01%	853
2022 Q2	–	Sell	-13	Closed	-$2K	–	1404
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	1283
2021 Q4	$2K	Buy	+13	New	+$1.9K	﹤0.01%	1235

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Newbridge Financial Services Group's FCN Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of FTI Consulting (FCN) in Q4 2023, closing a stake of 64 shares — an estimated $11.4K sold.

Newbridge Financial Services Group first reported a position in FCN in Q4 2021 and held it in 7 quarters. The position peaked at $12.6K in Q1 2023. 368 funds tracked by Wall St. Rank hold FCN as of Q4 2023.

Newbridge Financial Services Group reported no remaining FTI Consulting position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 64 FTI Consulting shares in Q4 2023, an estimated $11.4K.
Newbridge Financial Services Group first reported a position in FTI Consulting in Q4 2021 and held it in 7 quarters.
Newbridge Financial Services Group's FTI Consulting position peaked at $12.6K in Q1 2023.
368 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.