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Pathway Financial Advisers’s Farmers & Merchants Bancorp FMAO Stock Holding History

Pathway Financial Advisers’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-387
Closed -$6.78K – 474
2023
Q3 		$6.78K Buy
+387
New +$7.86K ﹤0.01% 394
2023
Q1 		$18.8K Sell
772
-1
-0.1% -$26 0.01% 315
2022
Q4 		$21K Buy
+773
New +$21.8K 0.01% 324

Other funds holding FMAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $239M AUM 21.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathway Financial Advisers's FMAO Position: Q4 2023 in Review

Pathway Financial Advisers sold out of Farmers & Merchants Bancorp (FMAO) in Q4 2023, closing a stake of 387 shares — an estimated $6.78K sold.

Pathway Financial Advisers first reported a position in FMAO in Q4 2022 and held it in 3 quarters. The position peaked at $21K in Q4 2022. 59 funds tracked by Wall St. Rank hold FMAO as of Q4 2023.

  • Pathway Financial Advisers reported no remaining Farmers & Merchants Bancorp position as of Q4 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 387 Farmers & Merchants Bancorp shares in Q4 2023, an estimated $6.78K.
  • Pathway Financial Advisers first reported a position in Farmers & Merchants Bancorp in Q4 2022 and held it in 3 quarters.
  • Pathway Financial Advisers's Farmers & Merchants Bancorp position peaked at $21K in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q4 2023.

Based on Pathway Financial Advisers's 13F filing for Q4 2023, filed 19 Jul 2024.