Goodwin Investment Advisory’s Fresenius Medical Care FMS Stock Holding History

Goodwin Investment Advisory’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
2023 Q1	–	Sell	-62	Closed	-$1.01K	–	138
2022 Q4	$1.01K	Hold	62	–	–	﹤0.01%	205
2022 Q3	$1K	Buy	+62	New	+$1.17K	﹤0.01%	206
2022 Q2	–	Sell	-62	Closed	-$2K	–	188
2022 Q1	$2K	Buy	+62	New	+$2.04K	﹤0.01%	188

Other funds holding FMS

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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goodwin Investment Advisory's FMS Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Fresenius Medical Care (FMS) in Q1 2023, closing a stake of 62 shares — an estimated $1.01K sold.

Goodwin Investment Advisory first reported a position in FMS in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q1 2023.

Goodwin Investment Advisory reported no remaining Fresenius Medical Care position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 62 Fresenius Medical Care shares in Q1 2023, an estimated $1.01K.
Goodwin Investment Advisory first reported a position in Fresenius Medical Care in Q1 2022 and held it in 3 quarters.
Goodwin Investment Advisory's Fresenius Medical Care position peaked at $2K in Q1 2022.
155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.