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

Partnership 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
2024
Q3 		– Sell
-4,150
Closed -$79.2K – 198
2024
Q2 		$79.2K Sell
4,150
-113,448
-96% -$2.31M 0.06% 127
2024
Q1 		$2.27M Sell
117,598
-3,645
-3% -$72.2K 1.59% 15
2023
Q4 		$2.34M Buy
+121,243
New +$2.33M 1.76% 16

Other funds holding FMS

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.53B AUM 154.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partnership Wealth Management's FMS Position: Q3 2024 in Review

Partnership Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 4,150 shares — an estimated $79.2K sold.

Partnership Wealth Management first reported a position in FMS in Q4 2023 and held it in 3 quarters. The position peaked at $2.34M in Q4 2023. 168 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

  • Partnership Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 4,150 Fresenius Medical Care shares in Q3 2024, an estimated $79.2K.
  • Partnership Wealth Management first reported a position in Fresenius Medical Care in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's Fresenius Medical Care position peaked at $2.34M in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.