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Strata Wealth Advisors’s FTI Consulting FCN Stock Holding History

Strata Wealth Advisors’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
2024
Q4 		– Sell
-1,270
Closed -$289K – 79
2024
Q3 		$289K Sell
1,270
-1
-0.1% -$222 0.09% 59
2024
Q2 		$274K Sell
1,271
-183
-13% -$39.1K 0.09% 61
2024
Q1 		$306K Buy
+1,454
New +$292K 0.11% 60

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strata Wealth Advisors's FCN Position: Q4 2024 in Review

Strata Wealth Advisors sold out of FTI Consulting (FCN) in Q4 2024, closing a stake of 1,270 shares — an estimated $289K sold.

Strata Wealth Advisors first reported a position in FCN in Q1 2024 and held it in 3 quarters. The position peaked at $306K in Q1 2024. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

  • Strata Wealth Advisors reported no remaining FTI Consulting position as of Q4 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 1,270 FTI Consulting shares in Q4 2024, an estimated $289K.
  • Strata Wealth Advisors first reported a position in FTI Consulting in Q1 2024 and held it in 3 quarters.
  • Strata Wealth Advisors's FTI Consulting position peaked at $306K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on Strata Wealth Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.