Wealthspire Advisors (Maryland)’s FTI Consulting FCN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FCN Stock Details FCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-88	Closed	-$7K	–	975
2019 Q1	$7K	Buy	88 +22	+33%	+$1.55K	﹤0.01%	1668
2018 Q4	$4K	Buy	66 +6	+10%	+$403	﹤0.01%	1815
2018 Q3	$4K	Buy	60 +10	+20%	+$736	﹤0.01%	1895
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	1997
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	2161
2017 Q4	$2K	Buy	50 +47	+1,567%	+$1.92K	﹤0.01%	2117
2017 Q3	$0	Buy	+3	New	+$101	﹤0.01%	2312
2016 Q4	–	Sell	-35	Closed	-$2K	–	1775
2016 Q3	$2K	Hold	35	–	–	﹤0.01%	1543
2016 Q2	$1K	Buy	+35	New	+$1.39K	﹤0.01%	1601
2016 Q1	–	Sell	-11	Closed	–	–	1771
2015 Q4	$0	Buy	+11	New	+$423	﹤0.01%	1732

Other funds holding FCN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM