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Clearstead Advisors’s Fresenius Medical Care FMS Stock Holding History

Clearstead Advisors’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
-531
Closed -$18K – 1328
2022
Q1 		$18K Buy
+531
New +$17.5K ﹤0.01% 887

Other funds holding FMS

Pzena Investment Management
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Advisors's FMS Position: Q2 2022 in Review

Clearstead Advisors sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 531 shares — an estimated $18K sold.

Clearstead Advisors first reported a position in FMS in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • Clearstead Advisors reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 531 Fresenius Medical Care shares in Q2 2022, an estimated $18K.
  • Clearstead Advisors first reported a position in Fresenius Medical Care in Q1 2022 and held it in 1 quarter.
  • Clearstead Advisors's Fresenius Medical Care position peaked at $18K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.