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

Liberty 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
2021
Q4 		– Sell
-1,234
Closed -$42K – 491
2021
Q3 		$42K Buy
1,234
+516
+72% +$20.2K 0.02% 459
2021
Q2 		$30K Buy
718
+634
+755% +$25.3K 0.01% 417
2021
Q1 		$3K Hold
84
– – ﹤0.01% 771
2020
Q4 		$3K Buy
+84
New +$3.5K ﹤0.01% 767
2020
Q2 		– Sell
-22
Closed -$1K – 897
2020
Q1 		$1K Buy
+22
New +$818 ﹤0.01% 799
2019
Q1 		– Sell
-148
Closed -$4K – 766
2018
Q4 		$4K Buy
+148
New +$5.97K ﹤0.01% 582

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Liberty Wealth Management's FMS Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 1,234 shares — an estimated $42K sold.

Liberty Wealth Management first reported a position in FMS in Q4 2018 and held it in 6 quarters. The position peaked at $42K in Q3 2021. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

  • Liberty Wealth Management reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,234 Fresenius Medical Care shares in Q4 2021, an estimated $42K.
  • Liberty Wealth Management first reported a position in Fresenius Medical Care in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Fresenius Medical Care position peaked at $42K in Q3 2021.
  • 173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.