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Waverton Investment Management’s TechnipFMC FTI Stock Holding History

Waverton Investment Management’s Portfolio FTI Stock Details FTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,500
Closed -$393K – 100
2023
Q4 		$393K Hold
19,500
– – 0.01% 85
2023
Q3 		$397K Hold
19,500
– – 0.01% 71
2023
Q2 		$324K Hold
19,500
– – 0.01% 73
2023
Q1 		$266K Hold
19,500
– – 0.01% 81
2022
Q4 		$238K Buy
+19,500
New +$218K 0.01% 79

Other funds holding FTI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Waverton Investment Management's FTI Position: Q1 2024 in Review

Waverton Investment Management sold out of TechnipFMC (FTI) in Q1 2024, closing a stake of 19,500 shares — an estimated $393K sold.

Waverton Investment Management first reported a position in FTI in Q4 2022 and held it in 5 quarters. The position peaked at $397K in Q3 2023. 392 funds tracked by Wall St. Rank hold FTI as of Q1 2024.

  • Waverton Investment Management reported no remaining TechnipFMC position as of Q1 2024 after selling out during the quarter.
  • Waverton Investment Management sold 19,500 TechnipFMC shares in Q1 2024, an estimated $393K.
  • Waverton Investment Management first reported a position in TechnipFMC in Q4 2022 and held it in 5 quarters.
  • Waverton Investment Management's TechnipFMC position peaked at $397K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held TechnipFMC as of Q1 2024.

Based on Waverton Investment Management's 13F filing for Q1 2024, filed 8 May 2024.