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Venturi Wealth Management’s FMC FMC Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-108
Closed -$5.25K – 1028
2024
Q4 		$5.25K Buy
108
+72
+200% +$4.2K ﹤0.01% 1644
2024
Q3 		$2.38K Buy
36
+5
+16% +$306 ﹤0.01% 1642
2024
Q2 		$1.78K Buy
+31
New +$1.85K ﹤0.01% 1382
2023
Q3 		– Sell
-5
Closed -$522 – 1344
2023
Q2 		$522 Buy
+5
New +$562 ﹤0.01% 1073

Other funds holding FMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's FMC Position: Q1 2025 in Review

Venturi Wealth Management sold out of FMC (FMC) in Q1 2025, closing a stake of 108 shares — an estimated $5.25K sold.

Venturi Wealth Management first reported a position in FMC in Q2 2023 and held it in 4 quarters. The position peaked at $5.25K in Q4 2024. 530 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • Venturi Wealth Management reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 108 FMC shares in Q1 2025, an estimated $5.25K.
  • Venturi Wealth Management first reported a position in FMC in Q2 2023 and held it in 4 quarters.
  • Venturi Wealth Management's FMC position peaked at $5.25K in Q4 2024.
  • 530 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.