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WR Wealth Planners’s FTI Consulting FCN Stock Holding History

WR Wealth Planners’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
2024
Q4 		$13.8K Hold
72
– – ﹤0.01% 545
2024
Q3 		$16.4K Buy
+72
New +$16K ﹤0.01% 544

Other funds holding FCN

Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's FCN Position: Q4 2024 in Review

WR Wealth Planners held its FTI Consulting (FCN) position steady in Q4 2024 at 72 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

WR Wealth Planners first reported a position in FCN in Q3 2024 and has held it in 2 quarters since. The position peaked at $16.4K in Q3 2024. 412 funds tracked by Wall St. Rank hold FCN as of Q4 2024.

  • WR Wealth Planners held 72 shares of FTI Consulting worth $13.8K as of Q4 2024.
  • WR Wealth Planners left its FTI Consulting share count unchanged in Q4 2024.
  • FTI Consulting made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #545 holding.
  • WR Wealth Planners first reported a position in FTI Consulting in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's FTI Consulting position peaked at $16.4K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held FTI Consulting as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.