TWM
FMC icon

Tradition Wealth Management’s FMC FMC Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-57
Closed -$4K – 664
2023
Q4 		$4K Buy
57
+5
+10% +$290 ﹤0.01% 1178
2023
Q3 		$3K Hold
52
– – ﹤0.01% 1294
2023
Q2 		$5K Sell
52
-1
-2% -$112 ﹤0.01% 1206
2023
Q1 		$6K Buy
+53
New +$6.67K ﹤0.01% 1105

Other funds holding FMC

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Tradition Wealth Management's FMC Position: Q1 2024 in Review

Tradition Wealth Management sold out of FMC (FMC) in Q1 2024, closing a stake of 57 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in FMC in Q1 2023 and held it in 4 quarters. The position peaked at $6K in Q1 2023. 583 funds tracked by Wall St. Rank hold FMC as of Q1 2024.

  • Tradition Wealth Management reported no remaining FMC position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 57 FMC shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in FMC in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's FMC position peaked at $6K in Q1 2023.
  • 583 funds tracked by Wall St. Rank held FMC as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.