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West Financial Advisors’s FMC FMC Stock Holding History

West Financial Advisors’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
2024
Q4 		– Sell
-265
Closed -$17.5K – 214
2024
Q3 		$17.5K Hold
265
– – ﹤0.01% 131
2024
Q2 		$15.3K Hold
265
– – ﹤0.01% 114
2024
Q1 		$16.9K Hold
265
– – ﹤0.01% 110
2023
Q4 		$16.7K Hold
265
– – ﹤0.01% 112
2023
Q3 		$17.7K Hold
265
– – ﹤0.01% 115
2023
Q2 		$27.7K Hold
265
– – 0.01% 97
2023
Q1 		$32.4K Hold
265
– – 0.01% 89
2022
Q4 		$33.1K Hold
265
– – 0.01% 85
2022
Q3 		$28K Buy
+265
New +$28.6K 0.01% 115

Other funds holding FMC

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Financial Advisors's FMC Position: Q4 2024 in Review

West Financial Advisors sold out of FMC (FMC) in Q4 2024, closing a stake of 265 shares — an estimated $17.5K sold.

West Financial Advisors first reported a position in FMC in Q3 2022 and held it in 9 quarters. The position peaked at $33.1K in Q4 2022. 595 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • West Financial Advisors reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 265 FMC shares in Q4 2024, an estimated $17.5K.
  • West Financial Advisors first reported a position in FMC in Q3 2022 and held it in 9 quarters.
  • West Financial Advisors's FMC position peaked at $33.1K in Q4 2022.
  • 595 funds tracked by Wall St. Rank held FMC as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.