RKL Wealth Management’s FMC FMC Stock Holding History

RKL Wealth Management’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 Q2	–	Sell	-1,677	Closed	-$205K	–	133
2023 Q1	$205K	Buy	1,677 +8	+0.5%	+$1.01K	0.03%	129
2022 Q4	$208K	Buy	+1,669	New	+$205K	0.03%	129
2022 Q2	–	Sell	-1,571	Closed	-$207K	–	142
2022 Q1	$207K	Buy	+1,571	New	+$185K	0.02%	141
2021 Q3	–	Sell	-1,926	Closed	-$208K	–	126
2021 Q2	$208K	Buy	1,926 +2	+0.1%	+$232	0.03%	127
2021 Q1	$213K	Sell	1,924 -67	-3%	-$7.42K	0.03%	127
2020 Q4	$229K	Buy	1,991 +24	+1%	+$2.67K	0.03%	117
2020 Q3	$208K	Buy	+1,967	New	+$210K	0.03%	115
2014 Q3	–	Sell	-121,820	Closed	-$7.52M	–	63
2014 Q2	$7.52M	Sell	121,820 -2,463	-2%	-$161K	5.51%	2
2014 Q1	$8.25M	Buy	+124,283	New	+$8.09M	6.24%	2

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

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RKL Wealth Management's FMC Position: Q2 2023 in Review

RKL Wealth Management sold out of FMC (FMC) in Q2 2023, closing a stake of 1,677 shares — an estimated $205K sold.

RKL Wealth Management first reported a position in FMC in Q1 2014 and held it in 9 quarters. The position peaked at $8.25M in Q1 2014. 682 funds tracked by Wall St. Rank hold FMC as of Q2 2023.

RKL Wealth Management reported no remaining FMC position as of Q2 2023 after selling out during the quarter.
RKL Wealth Management sold 1,677 FMC shares in Q2 2023, an estimated $205K.
RKL Wealth Management first reported a position in FMC in Q1 2014 and held it in 9 quarters.
RKL Wealth Management's FMC position peaked at $8.25M in Q1 2014.
682 funds tracked by Wall St. Rank held FMC as of Q2 2023.

Based on RKL Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.