SBIA
FMC icon

Sheaff Brock Investment Advisors’s FMC FMC Stock Holding History

Sheaff Brock 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
-47,570
Closed -$3.19M – 488
2023
Q3 		$3.19M Buy
47,570
+770
+2% +$66.7K 0.29% 73
2023
Q2 		$4.88M Sell
46,800
-270
-0.6% -$30.4K 0.41% 53
2023
Q1 		$5.75M Buy
+47,070
New +$5.92M 0.53% 49

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

Sheaff Brock Investment Advisors's FMC Position: Q4 2023 in Review

Sheaff Brock Investment Advisors sold out of FMC (FMC) in Q4 2023, closing a stake of 47,570 shares — an estimated $3.19M sold.

Sheaff Brock Investment Advisors first reported a position in FMC in Q1 2023 and held it in 3 quarters. The position peaked at $5.75M in Q1 2023. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Sheaff Brock Investment Advisors reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 47,570 FMC shares in Q4 2023, an estimated $3.19M.
  • Sheaff Brock Investment Advisors first reported a position in FMC in Q1 2023 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's FMC position peaked at $5.75M in Q1 2023.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.