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Retirement Group’s FMC Excelsior Focus Equity ETF FMCX Stock Holding History

Retirement Group’s Portfolio FMCX Stock Details FMCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10
Closed -$266 – 854
2023
Q4 		$266 Hold
10
– – ﹤0.01% 776
2023
Q3 		$240 Buy
+10
New +$250 ﹤0.01% 722

Other funds holding FMCX

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

Retirement Group's FMCX Position: Q1 2024 in Review

Retirement Group sold out of FMC Excelsior Focus Equity ETF (FMCX) in Q1 2024, closing a stake of 10 shares — an estimated $266 sold.

Retirement Group first reported a position in FMCX in Q3 2023 and held it in 2 quarters. The position peaked at $266 in Q4 2023. 2 funds tracked by Wall St. Rank hold FMCX as of Q1 2024.

  • Retirement Group reported no remaining FMC Excelsior Focus Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 10 FMC Excelsior Focus Equity ETF shares in Q1 2024, an estimated $266.
  • Retirement Group first reported a position in FMC Excelsior Focus Equity ETF in Q3 2023 and held it in 2 quarters.
  • Retirement Group's FMC Excelsior Focus Equity ETF position peaked at $266 in Q4 2023.
  • 2 funds tracked by Wall St. Rank held FMC Excelsior Focus Equity ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.