Financial Gravity Asset Management’s Fresenius Medical Care FMS Stock Holding History

Financial Gravity Asset Management’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 Q4	$0	Buy	+1	New	+$42	﹤0.01%	552
2019 Q4	$37K	Sell	9 -3	-25%	-$106	0.03%	783
2019 Q3	$0	Buy	12 +3	+33%	+$106	﹤0.01%	1319
2019 Q2	$0	Sell	9 -15	-63%	-$594	﹤0.01%	1378
2019 Q1	$1K	Buy	+24	New	+$895	﹤0.01%	1103
2018 Q3	$33K	Sell	840 -2	-0.2%	-$100	0.03%	411
2018 Q2	$40K	Buy	842 +118	+16%	+$5.98K	0.04%	378
2018 Q1	$37K	Buy	+724	New	+$38.6K	0.04%	410

Other funds holding FMS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Financial Gravity Asset Management's FMS Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Fresenius Medical Care (FMS) in Q4 2020: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FMS as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in FMS in Q1 2018 and has held it in 8 quarters since. The position peaked at $40K in Q2 2018. 179 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

Financial Gravity Asset Management held 1 share of Fresenius Medical Care worth $0 as of Q4 2020.
Fresenius Medical Care was a new Financial Gravity Asset Management position in Q4 2020.
Fresenius Medical Care made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #552 holding.
Financial Gravity Asset Management first reported a position in Fresenius Medical Care in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's Fresenius Medical Care position peaked at $40K in Q2 2018.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.