Next Financial Group’s Fresenius Medical Care FMS Stock Holding History

Next Financial Group’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	$1K	Sell	36 -692	-95%	-$22.8K	﹤0.01%	2729
2021 Q3	$25K	Hold	728	–	–	﹤0.01%	1712
2021 Q2	$30K	Hold	728	–	–	﹤0.01%	1602
2021 Q1	$27K	Hold	728	–	–	﹤0.01%	1529
2020 Q4	$30K	Hold	728	–	–	﹤0.01%	1384
2020 Q3	$31K	Buy	+728	New	+$31.4K	﹤0.01%	1248
2020 Q2	–	Sell	-776	Closed	-$26K	–	1043
2020 Q1	$26K	Buy	776 +48	+7%	+$1.78K	﹤0.01%	1177
2019 Q4	$27K	Hold	728	–	–	﹤0.01%	1409
2019 Q3	$24K	Hold	728	–	–	﹤0.01%	1368
2019 Q2	$29K	Buy	+728	New	+$28.8K	﹤0.01%	1340
2014 Q4	–	Sell	-850	Closed	-$29K	–	2037
2014 Q3	$29K	Sell	850 -500	-37%	-$17.2K	0.01%	1220
2014 Q2	$47K	Buy	+1,350	New	+$45K	0.02%	356

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

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

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's FMS Position: Q4 2021 in Review

Next Financial Group reduced its Fresenius Medical Care (FMS) stake by 95% in Q4 2021, selling an estimated $22.8K and leaving 36 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Next Financial Group first reported a position in FMS in Q2 2014 and has held it in 12 quarters since. The position peaked at $47K in Q2 2014. 173 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

Next Financial Group held 36 shares of Fresenius Medical Care worth $1K as of Q4 2021.
Next Financial Group sold 692 Fresenius Medical Care shares in Q4 2021, an estimated $22.8K.
Fresenius Medical Care made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2729 holding.
Next Financial Group first reported a position in Fresenius Medical Care in Q2 2014 and has held it in 12 quarters since.
Next Financial Group's Fresenius Medical Care position peaked at $47K in Q2 2014.
173 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.