Sendero Wealth Management’s FMC FMC Stock Holding History

Sendero 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 Q4	–	Sell	-3,010	Closed	-$202K	–	150
2023 Q3	$202K	Hold	3,010	–	–	0.04%	151
2023 Q2	$314K	Buy	+3,010	New	+$338K	0.07%	131

Other funds holding FMC

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Sendero Wealth Management's FMC Position: Q4 2023 in Review

Sendero Wealth Management sold out of FMC (FMC) in Q4 2023, closing a stake of 3,010 shares — an estimated $202K sold.

Sendero Wealth Management first reported a position in FMC in Q2 2023 and held it in 2 quarters. The position peaked at $314K in Q2 2023. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

Sendero Wealth Management reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
Sendero Wealth Management sold 3,010 FMC shares in Q4 2023, an estimated $202K.
Sendero Wealth Management first reported a position in FMC in Q2 2023 and held it in 2 quarters.
Sendero Wealth Management's FMC position peaked at $314K in Q2 2023.
599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Sendero Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.