AE Wealth Management’s Fresenius Medical Care FMS Stock Holding History

AE Wealth Management’s Portfolio FMS Stock Details FMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-8,707	Closed	-$208K	–	1994
2023 Q2	$208K	Buy	+8,707	New	+$200K	﹤0.01%	1731

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

AE Wealth Management's FMS Position: Q3 2023 in Review

AE Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2023, closing a stake of 8,707 shares — an estimated $208K sold.

AE Wealth Management first reported a position in FMS in Q2 2023 and held it in 1 quarter. The position peaked at $208K in Q2 2023. 148 funds tracked by Wall St. Rank hold FMS as of Q3 2023.

AE Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2023 after selling out during the quarter.
AE Wealth Management sold 8,707 Fresenius Medical Care shares in Q3 2023, an estimated $208K.
AE Wealth Management first reported a position in Fresenius Medical Care in Q2 2023 and held it in 1 quarter.
AE Wealth Management's Fresenius Medical Care position peaked at $208K in Q2 2023.
148 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.