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Axim Planning & Wealth’s Fresenius Medical Care FMS Stock Holding History

Axim Planning & 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
2022
Q4 		– Sell
-450
Closed -$6K – 76
2022
Q3 		$6K Hold
450
– – 0.01% 129
2022
Q2 		$11K Buy
+450
New +$13.4K 0.01% 87

Other funds holding FMS

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FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Axim Planning & Wealth's FMS Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 450 shares — an estimated $6K sold.

Axim Planning & Wealth first reported a position in FMS in Q2 2022 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 450 Fresenius Medical Care shares in Q4 2022, an estimated $6K.
  • Axim Planning & Wealth first reported a position in Fresenius Medical Care in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Fresenius Medical Care position peaked at $11K in Q2 2022.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.