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Valeo Financial Advisors’s FTI Consulting FCN Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-49
Closed -$7K – 954
2021
Q1 		$7K Hold
49
– – ﹤0.01% 1448
2020
Q4 		$5K Hold
49
– – ﹤0.01% 1358
2020
Q3 		$5K Hold
49
– – ﹤0.01% 1245
2020
Q2 		$6K Buy
+49
New +$5.93K ﹤0.01% 1446

Other funds holding FCN

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.46B AUM 30.05% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Valeo Financial Advisors's FCN Position: Q2 2021 in Review

Valeo Financial Advisors sold out of FTI Consulting (FCN) in Q2 2021, closing a stake of 49 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in FCN in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q1 2021. 323 funds tracked by Wall St. Rank hold FCN as of Q2 2021.

  • Valeo Financial Advisors reported no remaining FTI Consulting position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 49 FTI Consulting shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in FTI Consulting in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's FTI Consulting position peaked at $7K in Q1 2021.
  • 323 funds tracked by Wall St. Rank held FTI Consulting as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.