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Steward Partners Investment Advisory’s Farmers & Merchants Bancorp FMAO Stock Holding History

Steward Partners Investment Advisory’s Portfolio FMAO Stock Details FMAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-170
Closed -$3.95K – 3783
2024
Q2 		$3.95K Buy
+170
New +$3.67K ﹤0.01% 3117

Other funds holding FMAO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMM
Mendel Money Management Northbrook, Illinois $239M AUM 21.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Steward Partners Investment Advisory's FMAO Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Farmers & Merchants Bancorp (FMAO) in Q3 2024, closing a stake of 170 shares — an estimated $3.95K sold.

Steward Partners Investment Advisory first reported a position in FMAO in Q2 2024 and held it in 1 quarter. The position peaked at $3.95K in Q2 2024. 68 funds tracked by Wall St. Rank hold FMAO as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Farmers & Merchants Bancorp position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 170 Farmers & Merchants Bancorp shares in Q3 2024, an estimated $3.95K.
  • Steward Partners Investment Advisory first reported a position in Farmers & Merchants Bancorp in Q2 2024 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Farmers & Merchants Bancorp position peaked at $3.95K in Q2 2024.
  • 68 funds tracked by Wall St. Rank held Farmers & Merchants Bancorp as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.