Benjamin F. Edwards & Company’s Fresenius Medical Care FMS Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-1,004	Closed	-$33K	–	1774
2021 Q4	$33K	Sell	1,004 -1,540	-61%	-$50.7K	﹤0.01%	1133
2021 Q3	$89K	Buy	2,544 +289	+13%	+$11.3K	﹤0.01%	884
2021 Q2	$94K	Buy	2,255 +146	+7%	+$5.84K	﹤0.01%	865
2021 Q1	$78K	Buy	2,109 +389	+23%	+$14.7K	﹤0.01%	896
2020 Q4	$71K	Buy	1,720 +1,552	+924%	+$64.7K	﹤0.01%	876
2020 Q3	$7K	Buy	+168	New	+$7.25K	﹤0.01%	1345

Other funds holding FMS

Pzena Investment Management New York $30.8B AUM 11.29% 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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

TBC

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Benjamin F. Edwards & Company's FMS Position: Q1 2022 in Review

Benjamin F. Edwards & Company sold out of Fresenius Medical Care (FMS) in Q1 2022, closing a stake of 1,004 shares — an estimated $33K sold.

Benjamin F. Edwards & Company first reported a position in FMS in Q3 2020 and held it in 6 quarters. The position peaked at $94K in Q2 2021. 178 funds tracked by Wall St. Rank hold FMS as of Q1 2022.

Benjamin F. Edwards & Company reported no remaining Fresenius Medical Care position as of Q1 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 1,004 Fresenius Medical Care shares in Q1 2022, an estimated $33K.
Benjamin F. Edwards & Company first reported a position in Fresenius Medical Care in Q3 2020 and held it in 6 quarters.
Benjamin F. Edwards & Company's Fresenius Medical Care position peaked at $94K in Q2 2021.
178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2022, filed 4 May 2022.