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WR Wealth Planners’s FMC FMC Stock Holding History

WR Wealth Planners’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
-114
Closed -$7.52K – 1135
2024
Q3 		$7.52K Hold
114
– – ﹤0.01% 676
2024
Q2 		$6.56K Hold
114
– – ﹤0.01% 668
2024
Q1 		$7.26K Buy
+114
New +$6.65K ﹤0.01% 656
2023
Q4 		– Sell
-114
Closed -$7.63K – 425
2023
Q3 		$7.63K Hold
114
– – ﹤0.01% 618
2023
Q2 		$11.9K Hold
114
– – ﹤0.01% 522
2023
Q1 		$13.9K Hold
114
– – 0.01% 484
2022
Q4 		$14.2K Hold
114
– – 0.01% 237
2022
Q3 		$12.1K Hold
114
– – 0.01% 242
2022
Q2 		$12.2K Hold
114
– – 0.01% 264
2022
Q1 		$15K Buy
+114
New +$13.4K 0.01% 259

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

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

WR Wealth Planners sold out of FMC (FMC) in Q4 2024, closing a stake of 114 shares — an estimated $7.52K sold.

WR Wealth Planners first reported a position in FMC in Q1 2022 and held it in 10 quarters. The position peaked at $15K in Q1 2022. 596 funds tracked by Wall St. Rank hold FMC as of Q4 2024.

  • WR Wealth Planners reported no remaining FMC position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 114 FMC shares in Q4 2024, an estimated $7.52K.
  • WR Wealth Planners first reported a position in FMC in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's FMC position peaked at $15K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held FMC as of Q4 2024.

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