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Obermeyer Wealth Partners’s FMC FMC Stock Holding History

Obermeyer Wealth Partners’s Portfolio FMC Stock Details FMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,750
Closed -$214K – 222
2023
Q1 		$214K Hold
1,750
– – 0.02% 202
2022
Q4 		$218K Buy
+1,750
New +$215K 0.02% 203
2022
Q2 		– Sell
-1,750
Closed -$230K – 220
2022
Q1 		$230K Buy
+1,750
New +$206K 0.01% 209

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Obermeyer Wealth Partners's FMC Position: Q2 2023 in Review

Obermeyer Wealth Partners sold out of FMC (FMC) in Q2 2023, closing a stake of 1,750 shares — an estimated $214K sold.

Obermeyer Wealth Partners first reported a position in FMC in Q1 2022 and held it in 3 quarters. The position peaked at $230K in Q1 2022. 682 funds tracked by Wall St. Rank hold FMC as of Q2 2023.

  • Obermeyer Wealth Partners reported no remaining FMC position as of Q2 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,750 FMC shares in Q2 2023, an estimated $214K.
  • Obermeyer Wealth Partners first reported a position in FMC in Q1 2022 and held it in 3 quarters.
  • Obermeyer Wealth Partners's FMC position peaked at $230K in Q1 2022.
  • 682 funds tracked by Wall St. Rank held FMC as of Q2 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2023, filed 7 Aug 2023.