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Dixon Hughes Goodman Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$1K Sell
41
-100
-71% -$3.29K ﹤0.01% 780
2021
Q4 		$5K Buy
+141
New +$4.64K ﹤0.01% 544

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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's FMS Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Fresenius Medical Care (FMS) stake by 71% in Q1 2022, selling an estimated $3.29K and leaving 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Dixon Hughes Goodman Wealth Advisors first reported a position in FMS in Q4 2021 and has held it in 2 quarters since. The position peaked at $5K in Q4 2021. 178 funds tracked by Wall St. Rank hold FMS as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 41 shares of Fresenius Medical Care worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 100 Fresenius Medical Care shares in Q1 2022, an estimated $3.29K.
  • Fresenius Medical Care made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #780 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Fresenius Medical Care position peaked at $5K in Q4 2021.
  • 178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.