HC Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

HC Financial Advisors’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	$4K	Hold	150	–	–	﹤0.01%	291
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	272
2021 Q4	$5K	Hold	150	–	–	﹤0.01%	281
2021 Q3	$5K	Hold	150	–	–	﹤0.01%	274
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	273
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	283
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	292
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	298
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	277
2020 Q1	$5K	Buy	+150	New	+$5.58K	﹤0.01%	296

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

HC Financial Advisors's FMS Position: Q2 2022 in Review

HC Financial Advisors held its Fresenius Medical Care (FMS) position steady in Q2 2022 at 150 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

HC Financial Advisors first reported a position in FMS in Q1 2020 and has held it in 10 quarters since. The position peaked at $6K in Q2 2021. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

HC Financial Advisors held 150 shares of Fresenius Medical Care worth $4K as of Q2 2022.
HC Financial Advisors left its Fresenius Medical Care share count unchanged in Q2 2022.
Fresenius Medical Care made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #291 holding.
HC Financial Advisors first reported a position in Fresenius Medical Care in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Fresenius Medical Care position peaked at $6K in Q2 2021.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.