Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s FMC FMC Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q2	$847K	Sell	77,648 -62,426	-45%	-$871K	﹤0.01%	2201
2026 Q1	$2.49M	Buy	140,074 +115,830	+478%	+$1.73M	0.01%	1276
2025 Q4	$360K	Sell	24,244 -10,047	-29%	-$192K	﹤0.01%	2756
2025 Q3	$1.07M	Sell	34,291 -44,963	-57%	-$1.75M	﹤0.01%	1818
2025 Q2	$3.51M	Sell	79,254 -11,692	-13%	-$464K	0.01%	1068
2025 Q1	$3.84M	Buy	90,946 +61,852	+213%	+$2.75M	0.01%	923
2024 Q4	$1.41M	Sell	29,094 -13,872	-32%	-$810K	﹤0.01%	1360
2024 Q3	$2.83M	Buy	42,966 +25,722	+149%	+$1.58M	0.01%	923
2024 Q2	$992K	Buy	17,244 +3,822	+28%	+$228K	﹤0.01%	1282
2024 Q1	$855K	Buy	13,422 +1,583	+13%	+$92.4K	﹤0.01%	1312
2023 Q4	$746K	Buy	11,839 +898	+8%	+$52.1K	﹤0.01%	1286
2023 Q3	$733K	Buy	+10,941	New	+$948K	﹤0.01%	1229
2018 Q1	–	Sell	-6,460	Closed	-$548K	–	157
2017 Q4	$548K	Buy	+6,460	New	+$519K	0.04%	123
2017 Q3	–	Sell	-13,239	Closed	-$871K	–	159
2017 Q2	$871K	Buy	+13,239	New	+$852K	0.08%	113

Other funds holding FMC

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Dorato Capital Management Denver, Colorado $147M AUM

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return