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Wallace Advisory Group’s FMC FMC Stock Holding History

Wallace Advisory Group’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
2024
Q1 		– Sell
-3,563
Closed -$239K – 182
2023
Q4 		$239K Sell
3,563
-336
-9% -$19.5K 0.19% 134
2023
Q3 		$407K Sell
3,899
-556
-12% -$48.2K 0.29% 94
2023
Q2 		$544K Hold
4,455
– – 0.41% 62
2023
Q1 		$544K Sell
4,455
-91
-2% -$11.5K 0.41% 62
2022
Q4 		$567K Buy
+4,546
New +$557K 0.45% 50

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Wallace Advisory Group's FMC Position: Q1 2024 in Review

Wallace Advisory Group sold out of FMC (FMC) in Q1 2024, closing a stake of 3,563 shares — an estimated $239K sold.

Wallace Advisory Group first reported a position in FMC in Q4 2022 and held it in 5 quarters. The position peaked at $567K in Q4 2022. 583 funds tracked by Wall St. Rank hold FMC as of Q1 2024.

  • Wallace Advisory Group reported no remaining FMC position as of Q1 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 3,563 FMC shares in Q1 2024, an estimated $239K.
  • Wallace Advisory Group first reported a position in FMC in Q4 2022 and held it in 5 quarters.
  • Wallace Advisory Group's FMC position peaked at $567K in Q4 2022.
  • 583 funds tracked by Wall St. Rank held FMC as of Q1 2024.

Based on Wallace Advisory Group's 13F filing for Q1 2024, filed 12 Apr 2024.