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Opal Wealth Advisors’s FTI Consulting FCN Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-49
Closed -$10.6K – 529
2024
Q2 		$10.6K Buy
+49
New +$10.5K ﹤0.01% 649

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Opal Wealth Advisors's FCN Position: Q3 2024 in Review

Opal Wealth Advisors sold out of FTI Consulting (FCN) in Q3 2024, closing a stake of 49 shares — an estimated $10.6K sold.

Opal Wealth Advisors first reported a position in FCN in Q2 2024 and held it in 1 quarter. The position peaked at $10.6K in Q2 2024. 415 funds tracked by Wall St. Rank hold FCN as of Q3 2024.

  • Opal Wealth Advisors reported no remaining FTI Consulting position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 49 FTI Consulting shares in Q3 2024, an estimated $10.6K.
  • Opal Wealth Advisors first reported a position in FTI Consulting in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's FTI Consulting position peaked at $10.6K in Q2 2024.
  • 415 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.