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

Engrave 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
Q3 		– Sell
-560
Closed -$24K – 191
2020
Q2 		$24K Hold
560
– – 0.02% 164
2020
Q1 		$18K Hold
560
– – 0.02% 161
2019
Q4 		$20K Buy
+560
New +$19.9K 0.02% 220

Other funds holding FMS

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Engrave Wealth Partners's FMS Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Fresenius Medical Care (FMS) in Q3 2020, closing a stake of 560 shares — an estimated $24K sold.

Engrave Wealth Partners first reported a position in FMS in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q2 2020. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Fresenius Medical Care position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 560 Fresenius Medical Care shares in Q3 2020, an estimated $24K.
  • Engrave Wealth Partners first reported a position in Fresenius Medical Care in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Fresenius Medical Care position peaked at $24K in Q2 2020.
  • 181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.