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FourThought Financial’s Fresenius Medical Care FMS Stock Holding History

FourThought Financial’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
Q2 		– Sell
-840
Closed -$30K – 1558
2021
Q1 		$30K Hold
840
– – ﹤0.01% 818
2020
Q4 		$34K Buy
+840
New +$35K 0.01% 753

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

FourThought Financial's FMS Position: Q2 2021 in Review

FourThought Financial sold out of Fresenius Medical Care (FMS) in Q2 2021, closing a stake of 840 shares — an estimated $30K sold.

FourThought Financial first reported a position in FMS in Q4 2020 and held it in 2 quarters. The position peaked at $34K in Q4 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q2 2021.

  • FourThought Financial reported no remaining Fresenius Medical Care position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 840 Fresenius Medical Care shares in Q2 2021, an estimated $30K.
  • FourThought Financial first reported a position in Fresenius Medical Care in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's Fresenius Medical Care position peaked at $34K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.