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Triad Wealth Partners’s FMC FMC Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-43
Closed -$2.48K – 349
2024
Q2 		$2.48K Buy
+43
New +$2.57K ﹤0.01% 726

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Wealth Partners's FMC Position: Q3 2024 in Review

Triad Wealth Partners sold out of FMC (FMC) in Q3 2024, closing a stake of 43 shares — an estimated $2.48K sold.

Triad Wealth Partners first reported a position in FMC in Q2 2024 and held it in 1 quarter. The position peaked at $2.48K in Q2 2024. 610 funds tracked by Wall St. Rank hold FMC as of Q3 2024.

  • Triad Wealth Partners reported no remaining FMC position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 43 FMC shares in Q3 2024, an estimated $2.48K.
  • Triad Wealth Partners first reported a position in FMC in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FMC position peaked at $2.48K in Q2 2024.
  • 610 funds tracked by Wall St. Rank held FMC as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.