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Belpointe Asset Management’s Fresenius Medical Care FMS Stock Holding History

Belpointe Asset 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
2023
Q1 		– Sell
-55
Closed -$899 – 3773
2022
Q4 		$899 Buy
+55
New +$815 ﹤0.01% 3458

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Jane Street
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BlackRock
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Belpointe Asset Management's FMS Position: Q1 2023 in Review

Belpointe Asset Management sold out of Fresenius Medical Care (FMS) in Q1 2023, closing a stake of 55 shares — an estimated $899 sold.

Belpointe Asset Management first reported a position in FMS in Q4 2022 and held it in 1 quarter. The position peaked at $899 in Q4 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q1 2023.

  • Belpointe Asset Management reported no remaining Fresenius Medical Care position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 55 Fresenius Medical Care shares in Q1 2023, an estimated $899.
  • Belpointe Asset Management first reported a position in Fresenius Medical Care in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Fresenius Medical Care position peaked at $899 in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.