Regent Peak Wealth Advisors’s FMC FMC Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-96	Closed	-$11K	–	442
2020 Q4	$11K	Buy	+96	New	+$10.7K	﹤0.01%	547

Other funds holding FMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Regent Peak Wealth Advisors's FMC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of FMC (FMC) in Q1 2021, closing a stake of 96 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in FMC in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 614 funds tracked by Wall St. Rank hold FMC as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining FMC position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 96 FMC shares in Q1 2021, an estimated $11K.
Regent Peak Wealth Advisors first reported a position in FMC in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's FMC position peaked at $11K in Q4 2020.
614 funds tracked by Wall St. Rank held FMC as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.