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

Altium 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
2022 Q2	$309K	Sell	12,404 -6,199	-33%	-$185K	0.02%	296
2022 Q1	$627K	Buy	18,603 +11,120	+149%	+$366K	0.04%	227
2021 Q4	$243K	Buy	7,483 +164	+2%	+$5.4K	0.02%	344
2021 Q3	$256K	Buy	7,319 +1,033	+16%	+$40.4K	0.02%	328
2021 Q2	$261K	Buy	+6,286	New	+$251K	0.02%	335

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Altium Wealth Management's FMS Position: Q2 2022 in Review

Altium Wealth Management reduced its Fresenius Medical Care (FMS) stake by 33% in Q2 2022, selling an estimated $185K and leaving 12,404 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #296.

Altium Wealth Management first reported a position in FMS in Q2 2021 and has held it in 5 quarters since. The position peaked at $627K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

Altium Wealth Management held 12,404 shares of Fresenius Medical Care worth $309K as of Q2 2022.
Altium Wealth Management sold 6,199 Fresenius Medical Care shares in Q2 2022, an estimated $185K.
Fresenius Medical Care made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #296 holding.
Altium Wealth Management first reported a position in Fresenius Medical Care in Q2 2021 and has held it in 5 quarters since.
Altium Wealth Management's Fresenius Medical Care position peaked at $627K in Q1 2022.
166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.