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Glassman Wealth Services’s Fresenius Medical Care FMS Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-939
Closed -$19.6K – 787
2023
Q4 		$19.6K Buy
939
+156
+20% +$3K ﹤0.01% 695
2023
Q3 		$16.9K Hold
783
– – ﹤0.01% 703
2023
Q2 		$18.7K Hold
783
– – ﹤0.01% 633
2023
Q1 		$16.6K Buy
783
+245
+46% +$4.69K ﹤0.01% 683
2022
Q4 		$8.79K Sell
538
-433
-45% -$6.42K ﹤0.01% 864
2022
Q3 		$14K Buy
971
+647
+200% +$12.2K ﹤0.01% 706
2022
Q2 		$8K Buy
324
+100
+45% +$2.99K ﹤0.01% 866
2022
Q1 		$8K Hold
224
– – ﹤0.01% 892
2021
Q4 		$7K Sell
224
-149
-40% -$4.91K ﹤0.01% 894
2021
Q3 		$13K Sell
373
-3
-0.8% -$117 ﹤0.01% 697
2021
Q2 		$16K Sell
376
-10
-3% -$400 ﹤0.01% 628
2021
Q1 		$14K Sell
386
-35
-8% -$1.32K ﹤0.01% 624
2020
Q4 		$17K Buy
421
+180
+75% +$7.5K ﹤0.01% 570
2020
Q3 		$10K Buy
241
+124
+106% +$5.35K ﹤0.01% 604
2020
Q2 		$5K Buy
117
+105
+875% +$4.15K ﹤0.01% 617
2020
Q1 		$0 Buy
12
+6
+100% +$223 ﹤0.01% 1268
2019
Q4 		$0 Buy
+6
New +$213 ﹤0.01% 1272

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Glassman Wealth Services's FMS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Fresenius Medical Care (FMS) in Q1 2024, closing a stake of 939 shares — an estimated $19.6K sold.

Glassman Wealth Services first reported a position in FMS in Q4 2019 and held it in 17 quarters. The position peaked at $19.6K in Q4 2023. 172 funds tracked by Wall St. Rank hold FMS as of Q1 2024.

  • Glassman Wealth Services reported no remaining Fresenius Medical Care position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 939 Fresenius Medical Care shares in Q1 2024, an estimated $19.6K.
  • Glassman Wealth Services first reported a position in Fresenius Medical Care in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's Fresenius Medical Care position peaked at $19.6K in Q4 2023.
  • 172 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.