MPS Loria Financial Planners’s Fresenius Medical Care FMS Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-200	Closed	-$7K	–	278
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	323
2020 Q4	$9K	Hold	200	–	–	﹤0.01%	309
2020 Q3	$8K	Hold	200	–	–	﹤0.01%	248
2020 Q2	$9K	Buy	+200	New	+$7.9K	﹤0.01%	253
2017 Q3	–	Sell	-200	Closed	-$9K	–	173
2017 Q2	$9K	Buy	+200	New	+$9.21K	0.01%	299

Other funds holding FMS

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MPS Loria Financial Planners's FMS Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Fresenius Medical Care (FMS) in Q2 2021, closing a stake of 200 shares — an estimated $7K sold.

MPS Loria Financial Planners first reported a position in FMS in Q2 2017 and held it in 5 quarters. The position peaked at $9K in Q4 2020. 173 funds tracked by Wall St. Rank hold FMS as of Q2 2021.

MPS Loria Financial Planners reported no remaining Fresenius Medical Care position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 200 Fresenius Medical Care shares in Q2 2021, an estimated $7K.
MPS Loria Financial Planners first reported a position in Fresenius Medical Care in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Fresenius Medical Care position peaked at $9K in Q4 2020.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.