Kore Private Wealth’s Fresenius Medical Care FMS Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-24	Closed	-$1K	–	550
2020 Q2	$1K	Sell	24 -1	-4%	-$40	﹤0.01%	1094
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	981
2019 Q4	$1K	Buy	+25	New	+$886	﹤0.01%	986
2019 Q2	–	Sell	-49	Closed	-$2K	–	427
2019 Q1	$2K	Hold	49	–	–	﹤0.01%	852
2018 Q4	$2K	Buy	+49	New	+$1.98K	﹤0.01%	807

Other funds holding FMS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Kore Private Wealth's FMS Position: Q3 2020 in Review

Kore Private Wealth sold out of Fresenius Medical Care (FMS) in Q3 2020, closing a stake of 24 shares — an estimated $1K sold.

Kore Private Wealth first reported a position in FMS in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q1 2019. 181 funds tracked by Wall St. Rank hold FMS as of Q3 2020.

Kore Private Wealth reported no remaining Fresenius Medical Care position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 24 Fresenius Medical Care shares in Q3 2020, an estimated $1K.
Kore Private Wealth first reported a position in Fresenius Medical Care in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's Fresenius Medical Care position peaked at $2K in Q1 2019.
181 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.