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Evoke Wealth’s Fresenius Medical Care FMS Stock Holding History

Evoke Wealth’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
Q3 		– Sell
-28
Closed -$1K – 1203
2022
Q2 		$1K Sell
28
-39
-58% -$1.17K ﹤0.01% 1108
2022
Q1 		$2K Sell
67
-17
-20% -$559 ﹤0.01% 1038
2021
Q4 		$3K Hold
84
– – ﹤0.01% 987
2021
Q3 		$2K Hold
84
– – ﹤0.01% 1008
2021
Q2 		$3K Hold
84
– – ﹤0.01% 982
2021
Q1 		$3K Hold
84
– – ﹤0.01% 948
2020
Q4 		$3K Hold
84
– – ﹤0.01% 817
2020
Q3 		$4K Hold
84
– – ﹤0.01% 708
2020
Q2 		$4K Hold
84
– – ﹤0.01% 719
2020
Q1 		$2.75K Hold
84
– – ﹤0.01% 748
2019
Q4 		$3.09K Hold
84
– – ﹤0.01% 1003
2019
Q3 		$2.82K Buy
+84
New +$2.98K ﹤0.01% 1143

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Evoke Wealth's FMS Position: Q3 2022 in Review

Evoke Wealth sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

Evoke Wealth first reported a position in FMS in Q3 2019 and held it in 12 quarters. The position peaked at $4K in Q3 2020. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

  • Evoke Wealth reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 28 Fresenius Medical Care shares in Q3 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Fresenius Medical Care in Q3 2019 and held it in 12 quarters.
  • Evoke Wealth's Fresenius Medical Care position peaked at $4K in Q3 2020.
  • 141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.