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Peak Financial Advisors’s FTI Consulting FCN Stock Holding History

Peak Financial 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
2021
Q1 		– Sell
-17,562
Closed -$1.96M – 76
2020
Q4 		$1.96M Buy
+17,562
New +$1.89M 1.69% 18

Other funds holding FCN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Peak Financial Advisors's FCN Position: Q1 2021 in Review

Peak Financial Advisors sold out of FTI Consulting (FCN) in Q1 2021, closing a stake of 17,562 shares — an estimated $1.96M sold.

Peak Financial Advisors first reported a position in FCN in Q4 2020 and held it in 1 quarter. The position peaked at $1.96M in Q4 2020. 320 funds tracked by Wall St. Rank hold FCN as of Q1 2021.

  • Peak Financial Advisors reported no remaining FTI Consulting position as of Q1 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 17,562 FTI Consulting shares in Q1 2021, an estimated $1.96M.
  • Peak Financial Advisors first reported a position in FTI Consulting in Q4 2020 and held it in 1 quarter.
  • Peak Financial Advisors's FTI Consulting position peaked at $1.96M in Q4 2020.
  • 320 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2021.

Based on Peak Financial Advisors's 13F filing for Q1 2021, filed 11 May 2021.