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Parisi Gray Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Parisi Gray 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
2018
Q2 		– Sell
-542
Closed -$10K – 617
2018
Q1 		$10K Buy
+542
New +$28.9K 0.01% 437

Other funds holding FMS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Parisi Gray Wealth Management's FMS Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of Fresenius Medical Care (FMS) in Q2 2018, closing a stake of 542 shares — an estimated $10K sold.

Parisi Gray Wealth Management first reported a position in FMS in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 226 funds tracked by Wall St. Rank hold FMS as of Q2 2018.

  • Parisi Gray Wealth Management reported no remaining Fresenius Medical Care position as of Q2 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 542 Fresenius Medical Care shares in Q2 2018, an estimated $10K.
  • Parisi Gray Wealth Management first reported a position in Fresenius Medical Care in Q1 2018 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Fresenius Medical Care position peaked at $10K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.