First Heartland Consultants’s Fresenius Medical Care FMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-51,476
Closed -$1.09M 380
2023
Q1
$1.09M Buy
51,476
+5,925
+13% +$113K 0.16% 126
2022
Q4
$744K Buy
+45,551
New +$675K 0.12% 151

Other funds holding FMS

First Heartland Consultants's FMS Position: Q2 2023 in Review

First Heartland Consultants sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 51,476 shares — an estimated $1.09M sold.

First Heartland Consultants first reported a position in FMS in Q4 2022 and held it in 2 quarters. The position peaked at $1.09M in Q1 2023. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

  • First Heartland Consultants reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
  • First Heartland Consultants sold 51,476 Fresenius Medical Care shares in Q2 2023, an estimated $1.09M.
  • First Heartland Consultants first reported a position in Fresenius Medical Care in Q4 2022 and held it in 2 quarters.
  • First Heartland Consultants's Fresenius Medical Care position peaked at $1.09M in Q1 2023.
  • 146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on First Heartland Consultants's 13F filing for Q2 2023, filed 26 Jul 2023.