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Transform Wealth’s FMC FMC Stock Holding History

Transform Wealth’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
Q4 		– Sell
-4,875
Closed -$329K – 248
2023
Q3 		$329K Buy
4,875
+1,705
+54% +$148K 0.03% 198
2023
Q2 		$333K Buy
3,170
+40
+1% +$4.5K 0.03% 213
2023
Q1 		$384K Sell
3,130
-231
-7% -$29.1K 0.04% 194
2022
Q4 		$421K Sell
3,361
-584
-15% -$71.6K 0.05% 153
2022
Q3 		$419K Buy
3,945
+129
+3% +$13.9K 0.05% 132
2022
Q2 		$410K Buy
+3,816
New +$466K 0.06% 142

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Transform Wealth's FMC Position: Q4 2023 in Review

Transform Wealth sold out of FMC (FMC) in Q4 2023, closing a stake of 4,875 shares — an estimated $329K sold.

Transform Wealth first reported a position in FMC in Q2 2022 and held it in 6 quarters. The position peaked at $421K in Q4 2022. 599 funds tracked by Wall St. Rank hold FMC as of Q4 2023.

  • Transform Wealth reported no remaining FMC position as of Q4 2023 after selling out during the quarter.
  • Transform Wealth sold 4,875 FMC shares in Q4 2023, an estimated $329K.
  • Transform Wealth first reported a position in FMC in Q2 2022 and held it in 6 quarters.
  • Transform Wealth's FMC position peaked at $421K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held FMC as of Q4 2023.

Based on Transform Wealth's 13F filing for Q4 2023, filed 18 Jan 2024.