Lake Point Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Lake Point 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
2022 Q2	$3K	Hold	119	–	–	﹤0.01%	276
2022 Q1	$4K	Hold	119	–	–	﹤0.01%	262
2021 Q4	$4K	Hold	119	–	–	﹤0.01%	276
2021 Q3	$4K	Hold	119	–	–	﹤0.01%	257
2021 Q2	$5K	Buy	+119	New	+$4.76K	﹤0.01%	242
2020 Q1	$8K	Hold	238	–	–	0.01%	122
2019 Q4	$9K	Buy	+238	New	+$8.44K	﹤0.01%	284
2019 Q2	$9K	Hold	238	–	–	﹤0.01%	342
2019 Q1	$9K	Hold	238	–	–	﹤0.01%	342
2018 Q4	$8K	Buy	+238	New	+$9.61K	﹤0.01%	499

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 $2.16B 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 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

Lake Point Wealth Management's FMS Position: Q2 2022 in Review

Lake Point Wealth Management held its Fresenius Medical Care (FMS) position steady in Q2 2022 at 119 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Lake Point Wealth Management first reported a position in FMS in Q4 2018 and has held it in 10 quarters since. The position peaked at $9K in Q4 2019. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

Lake Point Wealth Management held 119 shares of Fresenius Medical Care worth $3K as of Q2 2022.
Lake Point Wealth Management left its Fresenius Medical Care share count unchanged in Q2 2022.
Fresenius Medical Care made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #276 holding.
Lake Point Wealth Management first reported a position in Fresenius Medical Care in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Fresenius Medical Care position peaked at $9K in Q4 2019.
166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.