SMART Wealth’s FMC FMC Stock Holding History

SMART Wealth’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 Q3	–	Sell	-2,295	Closed	-$239K	–	76
2023 Q2	$239K	Hold	2,295	–	–	0.18%	71
2023 Q1	$280K	Hold	2,295	–	–	0.25%	60
2022 Q4	$286K	Buy	+2,295	New	+$281K	0.22%	67

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

SMART Wealth's FMC Position: Q3 2023 in Review

SMART Wealth sold out of FMC (FMC) in Q3 2023, closing a stake of 2,295 shares — an estimated $239K sold.

SMART Wealth first reported a position in FMC in Q4 2022 and held it in 3 quarters. The position peaked at $286K in Q4 2022. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

SMART Wealth reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
SMART Wealth sold 2,295 FMC shares in Q3 2023, an estimated $239K.
SMART Wealth first reported a position in FMC in Q4 2022 and held it in 3 quarters.
SMART Wealth's FMC position peaked at $286K in Q4 2022.
616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on SMART Wealth's 13F filing for Q3 2023, filed 16 Dec 2024.