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JP Morgan Private Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

JP Morgan Private Wealth 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 		– Sell
-6,152
Closed -$207K – 1950
2022
Q1 		$207K Buy
+6,152
New +$202K ﹤0.01% 1899
2019
Q1 		– Sell
-12,502
Closed -$405K – 1483
2018
Q4 		$405K Buy
12,502
+84
+0.7% +$3.39K ﹤0.01% 1047
2018
Q3 		$639K Sell
12,418
-278
-2% -$13.9K ﹤0.01% 988
2018
Q2 		$639K Buy
12,696
+435
+4% +$22.1K ﹤0.01% 920
2018
Q1 		$626K Buy
12,261
+2,862
+30% +$153K ﹤0.01% 795
2017
Q4 		$494K Sell
9,399
-5,933
-39% -$295K ﹤0.01% 870
2017
Q3 		$750K Sell
15,332
-1,367
-8% -$65K 0.01% 709
2017
Q2 		$807K Sell
16,699
-13,260
-44% -$611K 0.01% 671
2017
Q1 		$1.26M Sell
29,959
-13,923
-32% -$576K 0.01% 571
2016
Q4 		$1.85M Buy
43,882
+2,711
+7% +$111K 0.02% 450
2016
Q3 		$1.8M Buy
41,171
+10,403
+34% +$466K 0.02% 462
2016
Q2 		$1.34M Sell
30,768
-818
-3% -$35.3K 0.01% 522
2016
Q1 		$1.39M Buy
31,586
+7,318
+30% +$310K 0.01% 483
2015
Q4 		$1.01M Buy
24,268
+197
+0.8% +$8.3K 0.01% 520
2015
Q3 		$939K Sell
24,071
-497
-2% -$20.2K 0.01% 485
2015
Q2 		$1.02M Buy
24,568
+747
+3% +$31.9K 0.01% 501
2015
Q1 		$987K Buy
23,821
+51
+0.2% +$1.97K 0.01% 528
2014
Q4 		$883K Buy
23,770
+536
+2% +$19.3K 0.01% 560
2014
Q3 		$807K Buy
23,234
+197
+0.9% +$6.79K 0.01% 567
2014
Q2 		$771K Sell
23,037
-1,262
-5% -$42.1K 0.01% 460
2014
Q1 		$847K Buy
+24,299
New +$851K 0.02% 435

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

JP Morgan Private Wealth Advisors's FMS Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 6,152 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in FMS in Q1 2014 and held it in 21 quarters. The position peaked at $1.85M in Q4 2016. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 6,152 Fresenius Medical Care shares in Q2 2022, an estimated $207K.
  • JP Morgan Private Wealth Advisors first reported a position in Fresenius Medical Care in Q1 2014 and held it in 21 quarters.
  • JP Morgan Private Wealth Advisors's Fresenius Medical Care position peaked at $1.85M in Q4 2016.
  • 166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.