USA Financial Formulas’s FTI Consulting FCN Stock Holding History

USA Financial Formulas’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 Q3	$0	Buy	+3	New	+$505	﹤0.01%	339
2020 Q1	–	Sell	-2,497	Closed	-$276K	–	248
2019 Q4	$276K	Sell	2,497 -402	-14%	-$43.9K	0.11%	96
2019 Q3	$307K	Buy	+2,899	New	+$296K	0.12%	107
2019 Q1	–	Sell	-1,359	Closed	-$99K	–	191
2018 Q4	$99K	Buy	+1,359	New	+$91.3K	0.02%	279
2016 Q3	–	Sell	-11,101	Closed	-$452K	–	254
2016 Q2	$452K	Buy	+11,101	New	+$439K	0.12%	136

Other funds holding FCN

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

USA Financial Formulas's FCN Position: Q3 2022 in Review

USA Financial Formulas opened a new position in FTI Consulting (FCN) in Q3 2022: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in FCN as recently as Q4 2019.

USA Financial Formulas first reported a position in FCN in Q2 2016 and has held it in 5 quarters since. The position peaked at $452K in Q2 2016. 349 funds tracked by Wall St. Rank hold FCN as of Q3 2022.

USA Financial Formulas held 3 shares of FTI Consulting worth $0 as of Q3 2022.
FTI Consulting was a new USA Financial Formulas position in Q3 2022.
FTI Consulting made up ﹤0.01% of USA Financial Formulas's portfolio in Q3 2022, its #339 holding.
USA Financial Formulas first reported a position in FTI Consulting in Q2 2016 and has held it in 5 quarters since.
USA Financial Formulas's FTI Consulting position peaked at $452K in Q2 2016.
349 funds tracked by Wall St. Rank held FTI Consulting as of Q3 2022.

Based on USA Financial Formulas's 13F filing for Q3 2022, filed 24 Oct 2022.