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Freestone Capital Holdings’s Fresenius Medical Care FMS Stock Holding History

Freestone Capital Holdings’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
Q2 		– Sell
-11,575
Closed -$390K – 487
2022
Q1 		$390K Buy
+11,575
New +$381K 0.02% 415

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Dodge & Cox
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Capital Holdings's FMS Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 11,575 shares — an estimated $390K sold.

Freestone Capital Holdings first reported a position in FMS in Q1 2022 and held it in 1 quarter. The position peaked at $390K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 11,575 Fresenius Medical Care shares in Q2 2022, an estimated $390K.
  • Freestone Capital Holdings first reported a position in Fresenius Medical Care in Q1 2022 and held it in 1 quarter.
  • Freestone Capital Holdings's Fresenius Medical Care position peaked at $390K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.