SSWM
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Sheets Smith Wealth Management’s FMC FMC Stock Holding History

Sheets Smith 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
2022
Q2 		– Sell
-2,371
Closed -$312K – 321
2022
Q1 		$312K Buy
+2,371
New +$279K 0.04% 276
2018
Q1 		– Sell
-14,547
Closed -$1.19M – 324
2017
Q4 		$1.19M Buy
14,547
+230
+2% +$18.5K 0.28% 99
2017
Q3 		$1.11M Sell
14,317
-177
-1% -$12.7K 0.28% 95
2017
Q2 		$918K Sell
14,494
-398
-3% -$25.6K 0.24% 115
2017
Q1 		$899K Buy
+14,892
New +$770K 0.24% 120

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return