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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
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's FMC Position: Q1 2025 in Review

WealthPLAN Partners sold out of FMC (FMC) in Q1 2025, closing a stake of 19,320 shares — an estimated $939K sold.

WealthPLAN Partners first reported a position in FMC in Q4 2022 and held it in 9 quarters. The position peaked at $2.12M in Q4 2022. 531 funds tracked by Wall St. Rank hold FMC as of Q1 2025.

  • WealthPLAN Partners reported no remaining FMC position as of Q1 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 19,320 FMC shares in Q1 2025, an estimated $939K.
  • WealthPLAN Partners first reported a position in FMC in Q4 2022 and held it in 9 quarters.
  • WealthPLAN Partners's FMC position peaked at $2.12M in Q4 2022.
  • 531 funds tracked by Wall St. Rank held FMC as of Q1 2025.

Based on WealthPLAN Partners's 13F filing for Q1 2025, filed 12 May 2025.