WealthPLAN Partners’s FMC FMC Stock Holding History

WealthPLAN Partners’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	-19,320	Closed	-$939K	–	249
2024 Q4	$939K	Sell	19,320 -8,002	-29%	-$467K	0.13%	128
2024 Q3	$1.8M	Sell	27,322 -3,582	-12%	-$219K	0.24%	100
2024 Q2	$1.78M	Buy	30,904 +5,657	+22%	+$338K	0.19%	114
2024 Q1	$1.61M	Buy	25,247 +13,330	+112%	+$778K	0.17%	130
2023 Q4	$751K	Buy	11,917 +285	+2%	+$16.5K	0.08%	174
2023 Q3	$779K	Buy	11,632 +7,641	+191%	+$662K	0.09%	160
2023 Q2	$416K	Sell	3,991 -5,759	-59%	-$647K	0.06%	209
2023 Q1	$1.19M	Sell	9,750 -6,758	-41%	-$850K	0.14%	134
2022 Q4	$2.12M	Buy	+16,508	New	+$2.02M	0.15%	116

Other funds holding FMC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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