BDO Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

BDO Wealth 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
2021 Q1	–	Sell	-8,000	Closed	-$332K	–	1198
2020 Q4	$332K	Hold	8,000	–	–	0.05%	183
2020 Q3	$340K	Hold	8,000	–	–	0.06%	165
2020 Q2	$346K	Hold	8,000	–	–	0.06%	154
2020 Q1	$262K	Buy	+8,000	New	+$297K	0.05%	178

Other funds holding FMS

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TBC

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

BDO Wealth Advisors's FMS Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 8,000 shares — an estimated $332K sold.

BDO Wealth Advisors first reported a position in FMS in Q1 2020 and held it in 4 quarters. The position peaked at $346K in Q2 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

BDO Wealth Advisors reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 8,000 Fresenius Medical Care shares in Q1 2021, an estimated $332K.
BDO Wealth Advisors first reported a position in Fresenius Medical Care in Q1 2020 and held it in 4 quarters.
BDO Wealth Advisors's Fresenius Medical Care position peaked at $346K in Q2 2020.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.