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Valley Wealth Managers’s FMC FMC Stock Holding History

Valley Wealth Managers’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
2023
Q3 		– Sell
-525
Closed -$54.8K – 379
2023
Q2 		$54.8K Sell
525
-600
-53% -$67.4K ﹤0.01% 202
2023
Q1 		$137K Sell
1,125
-100
-8% -$12.6K 0.01% 179
2022
Q4 		$153K Sell
1,225
-150
-11% -$18.4K 0.01% 175
2022
Q3 		$145K Hold
1,375
– – 0.01% 187
2022
Q2 		$147K Sell
1,375
-350
-20% -$42.8K 0.01% 205
2022
Q1 		$227K Buy
+1,725
New +$203K 0.02% 177
2021
Q3 		– Sell
-3,030
Closed -$328K – 192
2021
Q2 		$328K Hold
3,030
– – 0.03% 150
2021
Q1 		$335K Sell
3,030
-75
-2% -$8.31K 0.03% 143
2020
Q4 		$357K Sell
3,105
-500
-14% -$55.7K 0.03% 138
2020
Q3 		$381K Hold
3,605
– – 0.04% 133
2020
Q2 		$359K Sell
3,605
-213
-6% -$19.7K 0.04% 137
2020
Q1 		$312K Sell
3,818
-150
-4% -$13.9K 0.04% 138
2019
Q4 		$396K Sell
3,968
-500
-11% -$46.5K 0.04% 146
2019
Q3 		$392K Sell
4,468
-163
-4% -$14K 0.04% 150
2019
Q2 		$384K Sell
4,631
-220
-5% -$17.3K 0.04% 155
2019
Q1 		$372K Sell
4,851
-1,607
-25% -$118K 0.04% 164
2018
Q4 		$414K Buy
+6,458
New +$453K 0.05% 126
2014
Q2 		– Sell
-192,955
Closed -$12.8M – 111
2014
Q1 		$12.8M Sell
192,955
-3,920
-2% -$255K 2.56% 3
2013
Q4 		$12.9M Sell
196,875
-7,214
-4% -$458K 2.65% 4
2013
Q3 		$12.7M Sell
204,089
-4,809
-2% -$276K 2.77% 3
2013
Q2 		$11.1M Buy
+208,898
New +$11M 2.51% 6

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Valley Wealth Managers's FMC Position: Q3 2023 in Review

Valley Wealth Managers sold out of FMC (FMC) in Q3 2023, closing a stake of 525 shares — an estimated $54.8K sold.

Valley Wealth Managers first reported a position in FMC in Q2 2013 and held it in 21 quarters. The position peaked at $12.9M in Q4 2013. 616 funds tracked by Wall St. Rank hold FMC as of Q3 2023.

  • Valley Wealth Managers reported no remaining FMC position as of Q3 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 525 FMC shares in Q3 2023, an estimated $54.8K.
  • Valley Wealth Managers first reported a position in FMC in Q2 2013 and held it in 21 quarters.
  • Valley Wealth Managers's FMC position peaked at $12.9M in Q4 2013.
  • 616 funds tracked by Wall St. Rank held FMC as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.