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Realta Investment Advisors’s FMC FMC Stock Holding History

Realta 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
-2,118
Closed -$221K – 538
2023
Q3 		$221K Hold
2,118
– – 0.05% 365
2023
Q2 		$221K Sell
2,118
-85
-4% -$9.55K 0.05% 374
2023
Q1 		$269K Buy
2,203
+492
+29% +$61.9K 0.07% 313
2022
Q4 		$214K Buy
+1,711
New +$210K 0.05% 373
2022
Q2 		– Sell
-1,728
Closed -$227K – 408
2022
Q1 		$227K Buy
+1,728
New +$203K 0.05% 357
2020
Q1 		– Sell
-2,269
Closed -$223K – 683
2019
Q4 		$223K Buy
2,269
+4
+0.2% +$372 0.06% 314
2019
Q3 		$200K Sell
2,265
-98
-4% -$8.41K 0.05% 321
2019
Q2 		$196K Buy
2,363
+477
+25% +$37.4K 0.05% 333
2019
Q1 		$144K Buy
+1,886
New +$138K 0.07% 333

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

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

Realta Investment Advisors sold out of FMC (FMC) in Q4 2023, closing a stake of 2,118 shares — an estimated $221K sold.

Realta Investment Advisors first reported a position in FMC in Q1 2019 and held it in 9 quarters. The position peaked at $269K in Q1 2023. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Realta Investment Advisors reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 2,118 FMC shares in Q4 2023, an estimated $221K.
  • Realta Investment Advisors first reported a position in FMC in Q1 2019 and held it in 9 quarters.
  • Realta Investment Advisors's FMC position peaked at $269K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.