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TrueWealth LLC’s FMC FMC Stock Holding History

TrueWealth LLC’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
2020
Q2 		$2K Sell
20
-9
-31% -$830 ﹤0.01% 634
2020
Q1 		$2K Hold
29
– – ﹤0.01% 644
2019
Q4 		$3K Hold
29
– – ﹤0.01% 639
2019
Q3 		$3K Hold
29
– – ﹤0.01% 608
2019
Q2 		$2K Hold
29
– – ﹤0.01% 655
2019
Q1 		$2K Sell
29
-4
-12% -$293 ﹤0.01% 663
2018
Q4 		$2K Sell
33
-87
-73% -$6.1K ﹤0.01% 655
2018
Q3 		$9K Hold
120
– – ﹤0.01% 504
2018
Q2 		$9K Buy
120
+87
+264% +$6.46K ﹤0.01% 510
2018
Q1 		$2K Hold
33
– – ﹤0.01% 695
2017
Q4 		$3K Buy
+33
New +$2.65K ﹤0.01% 755

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueWealth LLC's FMC Position: Q2 2020 in Review

TrueWealth LLC reduced its FMC (FMC) stake by 31% in Q2 2020, selling an estimated $830 and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

TrueWealth LLC first reported a position in FMC in Q4 2017 and has held it in 11 quarters since. The position peaked at $9K in Q3 2018. 584 funds tracked by Wall St. Rank hold FMC as of Q2 2020.

  • TrueWealth LLC held 20 shares of FMC worth $2K as of Q2 2020.
  • TrueWealth LLC sold 9 FMC shares in Q2 2020, an estimated $830.
  • FMC made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #634 holding.
  • TrueWealth LLC first reported a position in FMC in Q4 2017 and has held it in 11 quarters since.
  • TrueWealth LLC's FMC position peaked at $9K in Q3 2018.
  • 584 funds tracked by Wall St. Rank held FMC as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.