VFA
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Valeo Financial Advisors’s FMC FMC Stock Holding History

Valeo Financial Advisors’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
2021
Q2 		– Sell
-671
Closed -$74K – 973
2021
Q1 		$74K Buy
671
+407
+154% +$45.1K ﹤0.01% 716
2020
Q4 		$30K Buy
264
+5
+2% +$557 ﹤0.01% 926
2020
Q3 		$27K Sell
259
-651
-72% -$69.7K ﹤0.01% 843
2020
Q2 		$91K Buy
910
+5
+0.6% +$461 0.01% 527
2020
Q1 		$81K Buy
905
+342
+61% +$31.7K 0.01% 474
2019
Q4 		$56K Hold
563
– – 0.01% 605
2019
Q3 		$49K Buy
563
+519
+1,180% +$44.5K 0.01% 608
2019
Q2 		$4K Sell
44
-40
-48% -$3.14K ﹤0.01% 1262
2019
Q1 		$6K Sell
84
-9
-10% -$660 ﹤0.01% 1095
2018
Q4 		$6K Buy
93
+12
+15% +$841 ﹤0.01% 1009
2018
Q3 		$5K Buy
81
+46
+131% +$3.46K ﹤0.01% 1188
2018
Q2 		$3K Hold
35
– – ﹤0.01% 1251
2018
Q1 		$2K Sell
35
-114
-77% -$8.5K ﹤0.01% 1326
2017
Q4 		$12K Hold
149
– – ﹤0.01% 788
2017
Q3 		$12K Buy
+149
New +$10.7K ﹤0.01% 658

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Valeo Financial Advisors sold out of FMC (FMC) in Q2 2021, closing a stake of 671 shares — an estimated $74K sold.

Valeo Financial Advisors first reported a position in FMC in Q3 2017 and held it in 15 quarters. The position peaked at $91K in Q2 2020. 601 funds tracked by Wall St. Rank hold FMC as of Q2 2021.

  • Valeo Financial Advisors reported no remaining FMC position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 671 FMC shares in Q2 2021, an estimated $74K.
  • Valeo Financial Advisors first reported a position in FMC in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's FMC position peaked at $91K in Q2 2020.
  • 601 funds tracked by Wall St. Rank held FMC as of Q2 2021.

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