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CFM Wealth Partners’s Fresenius Medical Care FMS Stock Holding History

CFM Wealth Partners’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
2020
Q2 		– Sell
-1,034
Closed -$34K – 524
2020
Q1 		$34K Buy
+1,034
New +$38.4K 0.02% 310

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TIM
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Northern Trust
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PPA
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BNP Paribas Asset Management
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TAM
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CFM Wealth Partners's FMS Position: Q2 2020 in Review

CFM Wealth Partners sold out of Fresenius Medical Care (FMS) in Q2 2020, closing a stake of 1,034 shares — an estimated $34K sold.

CFM Wealth Partners first reported a position in FMS in Q1 2020 and held it in 1 quarter. The position peaked at $34K in Q1 2020. 179 funds tracked by Wall St. Rank hold FMS as of Q2 2020.

  • CFM Wealth Partners reported no remaining Fresenius Medical Care position as of Q2 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,034 Fresenius Medical Care shares in Q2 2020, an estimated $34K.
  • CFM Wealth Partners first reported a position in Fresenius Medical Care in Q1 2020 and held it in 1 quarter.
  • CFM Wealth Partners's Fresenius Medical Care position peaked at $34K in Q1 2020.
  • 179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2020.

Based on CFM Wealth Partners's 13F filing for Q2 2020, filed 14 Aug 2020.