Patriot Financial Group Insurance Agency’s Fresenius Medical Care FMS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-225	Closed	-$6K	–	950
2022 Q2	$6K	Sell	225 -14	-6%	-$418	﹤0.01%	1419
2022 Q1	$8K	Buy	+239	New	+$7.86K	﹤0.01%	1437
2021 Q4	–	Sell	-93	Closed	-$3K	–	2182
2021 Q3	$3K	Buy	93 +29	+45%	+$1.13K	﹤0.01%	1838
2021 Q2	$3K	Buy	+64	New	+$2.56K	﹤0.01%	1778
2021 Q1	–	Sell	-129	Closed	-$5K	–	2007
2020 Q4	$5K	Hold	129	–	–	﹤0.01%	1427
2020 Q3	$5K	Hold	129	–	–	﹤0.01%	1219
2020 Q2	$6K	Sell	129 -12	-9%	-$474	﹤0.01%	1122
2020 Q1	$5K	Buy	+141	New	+$5.24K	﹤0.01%	1064

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FMS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 225 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in FMS in Q1 2020 and held it in 8 quarters. The position peaked at $8K in Q1 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 225 Fresenius Medical Care shares in Q3 2022, an estimated $6K.
Patriot Financial Group Insurance Agency first reported a position in Fresenius Medical Care in Q1 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Fresenius Medical Care position peaked at $8K in Q1 2022.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.