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Toth Financial Advisory’s FTI Consulting FCN Stock Holding History

Toth Financial Advisory’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
2022
Q4 		– Sell
-15
Closed -$2K – 749
2022
Q3 		$2K Hold
15
– – ﹤0.01% 633
2022
Q2 		$3K Hold
15
– – ﹤0.01% 556
2022
Q1 		$2K Hold
15
– – ﹤0.01% 616
2021
Q4 		$2K Hold
15
– – ﹤0.01% 642
2021
Q3 		$2K Hold
15
– – ﹤0.01% 646
2021
Q2 		$2K Hold
15
– – ﹤0.01% 587
2021
Q1 		$2K Hold
15
– – ﹤0.01% 585
2020
Q4 		$2K Hold
15
– – ﹤0.01% 532
2020
Q3 		$2K Buy
+15
New +$1.71K ﹤0.01% 481

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Toth Financial Advisory's FCN Position: Q4 2022 in Review

Toth Financial Advisory sold out of FTI Consulting (FCN) in Q4 2022, closing a stake of 15 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in FCN in Q3 2020 and held it in 9 quarters. The position peaked at $3K in Q2 2022. 346 funds tracked by Wall St. Rank hold FCN as of Q4 2022.

  • Toth Financial Advisory reported no remaining FTI Consulting position as of Q4 2022 after selling out during the quarter.
  • Toth Financial Advisory sold 15 FTI Consulting shares in Q4 2022, an estimated $2K.
  • Toth Financial Advisory first reported a position in FTI Consulting in Q3 2020 and held it in 9 quarters.
  • Toth Financial Advisory's FTI Consulting position peaked at $3K in Q2 2022.
  • 346 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2022.

Based on Toth Financial Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.