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Colonial Trust Advisors’s Fresenius Medical Care FMS Stock Holding History

Colonial Trust 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
2025
Q1 		– Sell
-742
Closed -$16.8K – 696
2024
Q4 		$16.8K Hold
742
– – ﹤0.01% 426
2024
Q3 		$15.8K Hold
742
– – ﹤0.01% 475
2024
Q2 		$14.2K Hold
742
– – ﹤0.01% 477
2024
Q1 		$14.3K Hold
742
– – ﹤0.01% 532
2023
Q4 		$15.5K Hold
742
– – ﹤0.01% 451
2023
Q3 		$16K Hold
742
– – ﹤0.01% 458
2023
Q2 		$17.8K Hold
742
– – ﹤0.01% 453
2023
Q1 		$15.8K Hold
742
– – ﹤0.01% 455
2022
Q4 		$12.1K Buy
+742
New +$11K ﹤0.01% 483

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Colonial Trust Advisors's FMS Position: Q1 2025 in Review

Colonial Trust Advisors sold out of Fresenius Medical Care (FMS) in Q1 2025, closing a stake of 742 shares — an estimated $16.8K sold.

Colonial Trust Advisors first reported a position in FMS in Q4 2022 and held it in 9 quarters. The position peaked at $17.8K in Q2 2023. 201 funds tracked by Wall St. Rank hold FMS as of Q1 2025.

  • Colonial Trust Advisors reported no remaining Fresenius Medical Care position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 742 Fresenius Medical Care shares in Q1 2025, an estimated $16.8K.
  • Colonial Trust Advisors first reported a position in Fresenius Medical Care in Q4 2022 and held it in 9 quarters.
  • Colonial Trust Advisors's Fresenius Medical Care position peaked at $17.8K in Q2 2023.
  • 201 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2025.

Based on Colonial Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.