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Portside Wealth Group’s FTI Consulting FCN Stock Holding History

Portside Wealth Group’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
-1,719
Closed -$329K – 435
2024
Q4 		$329K Buy
1,719
+156
+10% +$32.2K 0.05% 307
2024
Q3 		$356K Buy
1,563
+101
+7% +$22.4K 0.06% 272
2024
Q2 		$315K Sell
1,462
-9
-0.6% -$1.92K 0.06% 269
2024
Q1 		$309K Buy
1,471
+162
+12% +$32.6K 0.06% 270
2023
Q4 		$261K Buy
1,309
+63
+5% +$13K 0.05% 291
2023
Q3 		$221K Buy
1,246
+134
+12% +$25K 0.04% 299
2023
Q2 		$212K Buy
+1,112
New +$210K 0.04% 317

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
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
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Portside Wealth Group's FCN Position: Q1 2025 in Review

Portside Wealth Group sold out of FTI Consulting (FCN) in Q1 2025, closing a stake of 1,719 shares — an estimated $329K sold.

Portside Wealth Group first reported a position in FCN in Q2 2023 and held it in 7 quarters. The position peaked at $356K in Q3 2024. 421 funds tracked by Wall St. Rank hold FCN as of Q1 2025.

  • Portside Wealth Group reported no remaining FTI Consulting position as of Q1 2025 after selling out during the quarter.
  • Portside Wealth Group sold 1,719 FTI Consulting shares in Q1 2025, an estimated $329K.
  • Portside Wealth Group first reported a position in FTI Consulting in Q2 2023 and held it in 7 quarters.
  • Portside Wealth Group's FTI Consulting position peaked at $356K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2025.

Based on Portside Wealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.