Oppenheimer Asset Management’s FTI Consulting FCN Stock Holding History

Oppenheimer Asset 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
2025 Q1	–	Sell	-1,317	Closed	-$252K	–	1148
2024 Q4	$252K	Sell	1,317 -1	-0.1%	-$206	﹤0.01%	1026
2024 Q3	$300K	Sell	1,318 -17	-1%	-$3.78K	﹤0.01%	1010
2024 Q2	$288K	Buy	1,335 +209	+19%	+$44.7K	﹤0.01%	985
2024 Q1	$237K	Sell	1,126 -33	-3%	-$6.63K	﹤0.01%	1010
2023 Q4	$231K	Buy	1,159 +6	+0.5%	+$1.24K	﹤0.01%	1053
2023 Q3	$206K	Buy	+1,153	New	+$215K	﹤0.01%	1050
2017 Q4	–	Sell	-18	Closed	-$1K	–	1205
2017 Q3	$1K	Buy	+18	New	+$606	﹤0.01%	1643

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

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

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

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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oppenheimer Asset Management's FCN Position: Q1 2025 in Review

Oppenheimer Asset Management sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 1,317 shares — an estimated $252K sold.

Oppenheimer Asset Management first reported a position in FCN in Q3 2017 and held it in 7 quarters. The position peaked at $300K in Q3 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

Oppenheimer Asset Management reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
Oppenheimer Asset Management sold 1,317 FTI Consulting shares in Q1 2025, an estimated $252K.
Oppenheimer Asset Management first reported a position in FTI Consulting in Q3 2017 and held it in 7 quarters.
Oppenheimer Asset Management's FTI Consulting position peaked at $300K in Q3 2024.
421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on Oppenheimer Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.