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Financial Counselors Inc’s Fresenius Medical Care FMS Stock Holding History

Financial Counselors Inc’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
2021
Q3 		– Sell
-5,005
Closed -$208K – 545
2021
Q2 		$208K Buy
+5,005
New +$200K ﹤0.01% 508
2021
Q1 		– Sell
-4,820
Closed -$200K – 535
2020
Q4 		$200K Sell
4,820
-21
-0.4% -$875 0.01% 511
2020
Q3 		$206K Buy
4,841
+118
+2% +$5.09K 0.01% 469
2020
Q2 		$204K Buy
+4,723
New +$187K 0.01% 482

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Financial Counselors Inc's FMS Position: Q3 2021 in Review

Financial Counselors Inc sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 5,005 shares — an estimated $208K sold.

Financial Counselors Inc first reported a position in FMS in Q2 2020 and held it in 4 quarters. The position peaked at $208K in Q2 2021. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

  • Financial Counselors Inc reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
  • Financial Counselors Inc sold 5,005 Fresenius Medical Care shares in Q3 2021, an estimated $208K.
  • Financial Counselors Inc first reported a position in Fresenius Medical Care in Q2 2020 and held it in 4 quarters.
  • Financial Counselors Inc's Fresenius Medical Care position peaked at $208K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on Financial Counselors Inc's 13F filing for Q3 2021, filed 26 Oct 2021.