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Sowell Financial Services’s FTI Consulting FCN Stock Holding History

Sowell Financial Services’s Portfolio FCN Stock Details FCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,440
Closed -$208K – 1236
2021
Q1 		$208K Sell
1,440
-264
-15% -$31.3K 0.01% 1031
2020
Q4 		$190K Buy
1,704
+115
+7% +$12.4K 0.01% 872
2020
Q3 		$168K Buy
+1,589
New +$181K 0.01% 790

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Vanguard Group
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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sowell Financial Services's FCN Position: Q2 2021 in Review

Sowell Financial Services sold out of FTI Consulting (FCN) in Q2 2021, closing a stake of 1,440 shares — an estimated $208K sold.

Sowell Financial Services first reported a position in FCN in Q3 2020 and held it in 3 quarters. The position peaked at $208K in Q1 2021. 323 funds tracked by Wall St. Rank hold FCN as of Q2 2021.

  • Sowell Financial Services reported no remaining FTI Consulting position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,440 FTI Consulting shares in Q2 2021, an estimated $208K.
  • Sowell Financial Services first reported a position in FTI Consulting in Q3 2020 and held it in 3 quarters.
  • Sowell Financial Services's FTI Consulting position peaked at $208K in Q1 2021.
  • 323 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.