Calamos Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Calamos Wealth 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
2022 Q2	–	Sell	-8,000	Closed	-$269K	–	327
2022 Q1	$269K	Hold	8,000	–	–	0.02%	293
2021 Q4	$260K	Hold	8,000	–	–	0.02%	299
2021 Q3	$280K	Hold	8,000	–	–	0.02%	290
2021 Q2	$333K	Buy	+8,000	New	+$320K	0.03%	277

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

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

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

TBC

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Calamos Wealth Management's FMS Position: Q2 2022 in Review

Calamos Wealth Management sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 8,000 shares — an estimated $269K sold.

Calamos Wealth Management first reported a position in FMS in Q2 2021 and held it in 4 quarters. The position peaked at $333K in Q2 2021. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

Calamos Wealth Management reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
Calamos Wealth Management sold 8,000 Fresenius Medical Care shares in Q2 2022, an estimated $269K.
Calamos Wealth Management first reported a position in Fresenius Medical Care in Q2 2021 and held it in 4 quarters.
Calamos Wealth Management's Fresenius Medical Care position peaked at $333K in Q2 2021.
166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Calamos Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.