American Portfolios Advisors’s Fresenius Medical Care FMS Stock Holding History

American Portfolios Advisors’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	–	Sell	-66	Closed	-$2.22K	–	3567
2022 Q1	$2.22K	Hold	66	–	–	﹤0.01%	3204
2021 Q4	$2.14K	Hold	66	–	–	﹤0.01%	3153
2021 Q3	$2.31K	Hold	66	–	–	﹤0.01%	3121
2021 Q2	$2.74K	Hold	66	–	–	﹤0.01%	3052
2021 Q1	$2.43K	Sell	66 -7	-10%	-$265	﹤0.01%	2941
2020 Q4	$3.03K	Hold	73	–	–	﹤0.01%	2592
2020 Q3	$3.1K	Hold	73	–	–	﹤0.01%	2458
2020 Q2	$3.16K	Hold	73	–	–	﹤0.01%	2393
2020 Q1	$2.39K	Hold	73	–	–	﹤0.01%	2334
2019 Q4	$2.69K	Hold	73	–	–	﹤0.01%	2489
2019 Q3	$2.45K	Hold	73	–	–	﹤0.01%	2454
2019 Q2	$2.87K	Buy	73 +7	+11%	+$277	﹤0.01%	2366
2019 Q1	$2.67K	Hold	66	–	–	﹤0.01%	2295
2018 Q4	$2.14K	Hold	66	–	–	﹤0.01%	2120
2018 Q3	$3.39K	Sell	66 -961	-94%	-$48.1K	﹤0.01%	2117
2018 Q2	$51.7K	Buy	1,027 +23	+2%	+$1.17K	0.01%	1055
2018 Q1	$51.3K	Buy	1,004 +23	+2%	+$1.23K	0.01%	1006
2017 Q4	$51.6K	Buy	+981	New	+$48.7K	0.01%	980

Other funds holding FMS

Pzena Investment Management New York $34.1B AUM 23.81% 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 $2.3B AUM 24.77% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 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

American Portfolios Advisors's FMS Position: Q2 2022 in Review

American Portfolios Advisors sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 66 shares — an estimated $2.22K sold.

American Portfolios Advisors first reported a position in FMS in Q4 2017 and held it in 18 quarters. The position peaked at $51.7K in Q2 2018. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

American Portfolios Advisors reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
American Portfolios Advisors sold 66 Fresenius Medical Care shares in Q2 2022, an estimated $2.22K.
American Portfolios Advisors first reported a position in Fresenius Medical Care in Q4 2017 and held it in 18 quarters.
American Portfolios Advisors's Fresenius Medical Care position peaked at $51.7K in Q2 2018.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.