OIA
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Optimum Investment Advisors’s FMC FMC Stock Holding History

Optimum Investment Advisors’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
Q4 		– Sell
-100
Closed -$6.7K – 675
2023
Q3 		$6.7K Hold
100
– – ﹤0.01% 585
2023
Q2 		$10.4K Hold
100
– – 0.01% 551
2023
Q1 		$12.2K Hold
100
– – 0.01% 542
2022
Q4 		$12.5K Hold
100
– – 0.01% 547
2022
Q3 		$11K Hold
100
– – 0.01% 573
2022
Q2 		$11K Hold
100
– – 0.01% 593
2022
Q1 		$13K Buy
+100
New +$11.8K 0.01% 617
2014
Q3 		– Sell
-922
Closed -$57K – 936
2014
Q2 		$57K Hold
922
– – 0.02% 455
2014
Q1 		$61K Hold
922
– – 0.02% 372
2013
Q4 		$60K Hold
922
– – 0.02% 372
2013
Q3 		$57K Buy
+922
New +$52.9K 0.02% 356

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Optimum Investment Advisors's FMC Position: Q4 2023 in Review

Optimum Investment Advisors sold out of FMC (FMC) in Q4 2023, closing a stake of 100 shares — an estimated $6.7K sold.

Optimum Investment Advisors first reported a position in FMC in Q3 2013 and held it in 11 quarters. The position peaked at $61K in Q1 2014. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Optimum Investment Advisors reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 FMC shares in Q4 2023, an estimated $6.7K.
  • Optimum Investment Advisors first reported a position in FMC in Q3 2013 and held it in 11 quarters.
  • Optimum Investment Advisors's FMC position peaked at $61K in Q1 2014.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.