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Ashton Thomas Private Wealth’s Fresenius Medical Care FMS Stock Holding History

Ashton Thomas Private Wealth’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
2020
Q4 		– Sell
-7,392
Closed -$314K – 303
2020
Q3 		$314K Buy
+7,392
New +$319K 0.08% 218

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Ashton Thomas Private Wealth's FMS Position: Q4 2020 in Review

Ashton Thomas Private Wealth sold out of Fresenius Medical Care (FMS) in Q4 2020, closing a stake of 7,392 shares — an estimated $314K sold.

Ashton Thomas Private Wealth first reported a position in FMS in Q3 2020 and held it in 1 quarter. The position peaked at $314K in Q3 2020. 179 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

  • Ashton Thomas Private Wealth reported no remaining Fresenius Medical Care position as of Q4 2020 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 7,392 Fresenius Medical Care shares in Q4 2020, an estimated $314K.
  • Ashton Thomas Private Wealth first reported a position in Fresenius Medical Care in Q3 2020 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Fresenius Medical Care position peaked at $314K in Q3 2020.
  • 179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2020, filed 22 Apr 2024.