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Sutton Wealth Advisors’s FMC FMC Stock Holding History

Sutton Wealth Advisors’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
Q3 		$5.76K Buy
86
+49
+132% +$4.24K ﹤0.01% 565
2023
Q2 		$3.86K Hold
37
– – ﹤0.01% 605
2023
Q1 		$4.52K Sell
37
-4
-10% -$503 ﹤0.01% 536
2022
Q4 		$5.12K Hold
41
– – ﹤0.01% 1094
2022
Q3 		$4.33K Sell
41
-1
-2% -$108 ﹤0.01% 1095
2022
Q2 		$4.49K Sell
42
-2
-5% -$244 ﹤0.01% 1076
2022
Q1 		$5.79K Buy
44
+22
+100% +$2.59K ﹤0.01% 1066
2021
Q4 		$2.42K Buy
22
+2
+10% +$201 ﹤0.01% 1176
2021
Q3 		$1.83K Hold
20
– – ﹤0.01% 1178
2021
Q2 		$2.16K Hold
20
– – ﹤0.01% 1159
2021
Q1 		$2.21K Hold
20
– – ﹤0.01% 1130
2020
Q4 		$2.3K Hold
20
– – ﹤0.01% 1090
2020
Q3 		$2.12K Hold
20
– – ﹤0.01% 1063
2020
Q2 		$1.99K Buy
20
+8
+67% +$738 ﹤0.01% 1059
2020
Q1 		$980 Buy
+12
New +$1.11K ﹤0.01% 1096

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Sutton Wealth Advisors's FMC Position: Q3 2023 in Review

Sutton Wealth Advisors increased its FMC (FMC) stake by 132% in Q3 2023, buying an estimated $4.24K and bringing the position to 86 shares worth $5.76K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Sutton Wealth Advisors first reported a position in FMC in Q1 2020 and has held it in 15 quarters since. The position peaked at $5.79K in Q1 2022. 617 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Sutton Wealth Advisors held 86 shares of FMC worth $5.76K as of Q3 2023.
  • Sutton Wealth Advisors bought 49 FMC shares in Q3 2023, an estimated $4.24K.
  • FMC made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #565 holding.
  • Sutton Wealth Advisors first reported a position in FMC in Q1 2020 and has held it in 15 quarters since.
  • Sutton Wealth Advisors's FMC position peaked at $5.79K in Q1 2022.
  • 617 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.