Janiczek Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Janiczek Wealth Management’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 Q2	$1.53K	Buy	+80	New	+$1.63K	﹤0.01%	876
2022 Q3	–	Sell	-70	Closed	-$1K	–	966
2022 Q2	$1K	Sell	70 -120	-63%	-$3.59K	﹤0.01%	861
2022 Q1	$6K	Sell	190 -16	-8%	-$526	﹤0.01%	640
2021 Q4	$7K	Buy	206 +18	+10%	+$593	﹤0.01%	640
2021 Q3	$7K	Buy	188 +140	+292%	+$5.47K	﹤0.01%	633
2021 Q2	$2K	Buy	+48	New	+$1.92K	﹤0.01%	757
2021 Q1	–	Sell	-180	Closed	-$7K	–	868
2020 Q4	$7K	Buy	180 +108	+150%	+$4.5K	﹤0.01%	521
2020 Q3	$3K	Buy	+72	New	+$3.1K	﹤0.01%	437

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Janiczek Wealth Management's FMS Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Fresenius Medical Care (FMS) in Q2 2024: 80 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #876 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in FMS as recently as Q2 2022.

Janiczek Wealth Management first reported a position in FMS in Q3 2020 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 167 funds tracked by Wall St. Rank hold FMS as of Q2 2024.

Janiczek Wealth Management held 80 shares of Fresenius Medical Care worth $1.53K as of Q2 2024.
Fresenius Medical Care was a new Janiczek Wealth Management position in Q2 2024.
Fresenius Medical Care made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #876 holding.
Janiczek Wealth Management first reported a position in Fresenius Medical Care in Q3 2020 and has held it in 8 quarters since.
Janiczek Wealth Management's Fresenius Medical Care position peaked at $7K in Q4 2021.
167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.