Sutton Wealth Advisors’s FTI Consulting FCN Stock Holding History

Sutton 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
2023 Q1	–	Sell	-6	Closed	-$953	–	1063
2022 Q4	$953	Hold	6	–	–	﹤0.01%	1340
2022 Q3	$994	Hold	6	–	–	﹤0.01%	1297
2022 Q2	$1.08K	Buy	6 +2	+50%	+$330	﹤0.01%	1261
2022 Q1	$629	Hold	4	–	–	﹤0.01%	1446
2021 Q4	$614	Buy	+4	New	+$584	﹤0.01%	1460
2019 Q4	–	Sell	-613	Closed	-$65K	–	1178
2019 Q3	$65K	Hold	613	–	–	0.04%	253
2019 Q2	$51.4K	Hold	613	–	–	0.03%	294
2019 Q1	$47.1K	Hold	613	–	–	0.03%	310
2018 Q4	$40.9K	Hold	613	–	–	0.03%	310
2018 Q3	$44.9K	Hold	613	–	–	0.03%	314
2018 Q2	$37.1K	Hold	613	–	–	0.03%	372
2018 Q1	$29.7K	Hold	613	–	–	0.02%	422
2017 Q4	$26.3K	Hold	613	–	–	0.02%	456
2017 Q3	$21.7K	Buy	+613	New	+$20.6K	0.02%	516

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sutton Wealth Advisors's FCN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of FTI Consulting (FCN) in Q1 2023, closing a stake of 6 shares — an estimated $953 sold.

Sutton Wealth Advisors first reported a position in FCN in Q3 2017 and held it in 14 quarters. The position peaked at $65K in Q3 2019. 372 funds tracked by Wall St. Rank hold FCN as of Q1 2023.

Sutton Wealth Advisors reported no remaining FTI Consulting position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 6 FTI Consulting shares in Q1 2023, an estimated $953.
Sutton Wealth Advisors first reported a position in FTI Consulting in Q3 2017 and held it in 14 quarters.
Sutton Wealth Advisors's FTI Consulting position peaked at $65K in Q3 2019.
372 funds tracked by Wall St. Rank held FTI Consulting as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.