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Strategic Wealth Partners’s FMC FMC Stock Holding History

Strategic Wealth Partners’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
2023
Q4 		– Sell
-28,098
Closed -$1.88M – 287
2023
Q3 		$1.88M Sell
28,098
-6,145
-18% -$532K 0.25% 105
2023
Q2 		$3.57M Sell
34,243
-506
-1% -$56.9K 0.46% 61
2023
Q1 		$4.24M Sell
34,749
-1,986
-5% -$250K 0.65% 37
2022
Q4 		$4.58M Sell
36,735
-2,292
-6% -$281K 0.85% 27
2022
Q3 		$4.13M Sell
39,027
-78
-0.2% -$8.42K 0.88% 25
2022
Q2 		$4.18M Sell
39,105
-1,120
-3% -$137K 0.9% 24
2022
Q1 		$5.29M Sell
40,225
-2,955
-7% -$348K 1.03% 20
2021
Q4 		$4.75M Buy
+43,180
New +$4.34M 0.9% 25

Other funds holding FMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Strategic Wealth Partners's FMC Position: Q4 2023 in Review

Strategic Wealth Partners sold out of FMC (FMC) in Q4 2023, closing a stake of 28,098 shares — an estimated $1.88M sold.

Strategic Wealth Partners first reported a position in FMC in Q4 2021 and held it in 8 quarters. The position peaked at $5.29M in Q1 2022. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Strategic Wealth Partners reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 28,098 FMC shares in Q4 2023, an estimated $1.88M.
  • Strategic Wealth Partners first reported a position in FMC in Q4 2021 and held it in 8 quarters.
  • Strategic Wealth Partners's FMC position peaked at $5.29M in Q1 2022.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.