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SOA Wealth Advisors’s FMC FMC Stock Holding History

SOA Wealth 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
2022
Q2 		– Sell
-19
Closed -$2K – 877
2022
Q1 		$2K Hold
19
– – ﹤0.01% 793
2021
Q4 		$2K Hold
19
– – ﹤0.01% 769
2021
Q3 		$1K Hold
19
– – ﹤0.01% 836
2021
Q2 		$2K Sell
19
-4
-17% -$463 ﹤0.01% 764
2021
Q1 		$2K Buy
23
+10
+77% +$1.11K ﹤0.01% 708
2020
Q4 		$1K Buy
+13
New +$1.45K ﹤0.01% 735

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $432B 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

SOA Wealth Advisors's FMC Position: Q2 2022 in Review

SOA Wealth Advisors sold out of FMC (FMC) in Q2 2022, closing a stake of 19 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in FMC in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 624 funds tracked by Wall St. Rank hold FMC as of Q2 2022.

  • SOA Wealth Advisors reported no remaining FMC position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 19 FMC shares in Q2 2022, an estimated $2K.
  • SOA Wealth Advisors first reported a position in FMC in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's FMC position peaked at $2K in Q1 2022.
  • 624 funds tracked by Wall St. Rank held FMC as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.