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TCI Wealth Advisors’s FTI Consulting FCN Stock Holding History

TCI 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
Q2 		– Sell
-3
Closed -$593 – 901
2023
Q1 		$593 Hold
3
– – ﹤0.01% 2189
2022
Q4 		$476 Hold
3
– – ﹤0.01% 2218
2022
Q3 		$0 Buy
+3
New +$505 ﹤0.01% 2344

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCI Wealth Advisors's FCN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of FTI Consulting (FCN) in Q2 2023, closing a stake of 3 shares — an estimated $593 sold.

TCI Wealth Advisors first reported a position in FCN in Q3 2022 and held it in 3 quarters. The position peaked at $593 in Q1 2023. 352 funds tracked by Wall St. Rank hold FCN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining FTI Consulting position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 3 FTI Consulting shares in Q2 2023, an estimated $593.
  • TCI Wealth Advisors first reported a position in FTI Consulting in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's FTI Consulting position peaked at $593 in Q1 2023.
  • 352 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.