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Cary Street Partners Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-238
Closed -$5.13K – 1028
2023
Q3 		$5.13K Hold
238
– – ﹤0.01% 1471
2023
Q2 		$5.7K Hold
238
– – ﹤0.01% 1376
2023
Q1 		$5.06K Sell
238
-4
-2% -$77 ﹤0.01% 1326
2022
Q4 		$3.95K Buy
+242
New +$3.59K ﹤0.01% 1387

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cary Street Partners Investment Advisory's FMS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Fresenius Medical Care (FMS) in Q4 2023, closing a stake of 238 shares — an estimated $5.13K sold.

Cary Street Partners Investment Advisory first reported a position in FMS in Q4 2022 and held it in 4 quarters. The position peaked at $5.7K in Q2 2023. 160 funds tracked by Wall St. Rank hold FMS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Fresenius Medical Care position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 238 Fresenius Medical Care shares in Q4 2023, an estimated $5.13K.
  • Cary Street Partners Investment Advisory first reported a position in Fresenius Medical Care in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Fresenius Medical Care position peaked at $5.7K in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.