Prestige Wealth Management Group’s Fresenius Medical Care FMS Stock Holding History

Prestige Wealth Management 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	–	Sell	-62	Closed	-$2K	–	1009
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	791
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	726
2021 Q1	$2K	Hold	62	–	–	﹤0.01%	778
2020 Q4	$3K	Hold	62	–	–	﹤0.01%	687
2020 Q3	$3K	Hold	62	–	–	﹤0.01%	617
2020 Q2	$3K	Hold	62	–	–	﹤0.01%	601
2020 Q1	$2K	Buy	+62	New	+$2.3K	﹤0.01%	630
2019 Q4	–	Sell	-7	Closed	–	–	611
2019 Q3	$0	Buy	+7	New	+$248	﹤0.01%	608
2019 Q1	–	Sell	-96	Closed	-$3K	–	735
2018 Q4	$3K	Buy	+96	New	+$3.88K	﹤0.01%	717

Other funds holding FMS

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prestige Wealth Management Group's FMS Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Fresenius Medical Care (FMS) in Q4 2021, closing a stake of 62 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in FMS in Q4 2018 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 174 funds tracked by Wall St. Rank hold FMS as of Q4 2021.

Prestige Wealth Management Group reported no remaining Fresenius Medical Care position as of Q4 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 62 Fresenius Medical Care shares in Q4 2021, an estimated $2K.
Prestige Wealth Management Group first reported a position in Fresenius Medical Care in Q4 2018 and held it in 9 quarters.
Prestige Wealth Management Group's Fresenius Medical Care position peaked at $3K in Q2 2021.
174 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.