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Steward Financial Group’s FTI Consulting FCN Stock Holding History

Steward Financial Group’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
2023
Q3 		$5K Buy
+33
New +$6.15K ﹤0.01% 604
2022
Q3 		– Sell
-20
Closed -$3K – 509
2022
Q2 		$3K Buy
+20
New +$3.3K ﹤0.01% 444

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Steward Financial Group's FCN Position: Q3 2023 in Review

Steward Financial Group opened a new position in FTI Consulting (FCN) in Q3 2023: 33 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FCN as recently as Q2 2022.

Steward Financial Group first reported a position in FCN in Q2 2022 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold FCN as of Q3 2023.

  • Steward Financial Group held 33 shares of FTI Consulting worth $5K as of Q3 2023.
  • FTI Consulting was a new Steward Financial Group position in Q3 2023.
  • FTI Consulting made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #604 holding.
  • Steward Financial Group first reported a position in FTI Consulting in Q2 2022 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.