Quantum Private Wealth’s Fresenius Medical Care FMS Stock Holding History

Quantum Private Wealth’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
2023 Q2	–	Sell	-22,730	Closed	-$483K	–	188
2023 Q1	$483K	Sell	22,730 -2,000	-8%	-$38.3K	0.26%	89
2022 Q4	$404K	Buy	+24,730	New	+$367K	0.26%	101

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quantum Private Wealth's FMS Position: Q2 2023 in Review

Quantum Private Wealth sold out of Fresenius Medical Care (FMS) in Q2 2023, closing a stake of 22,730 shares — an estimated $483K sold.

Quantum Private Wealth first reported a position in FMS in Q4 2022 and held it in 2 quarters. The position peaked at $483K in Q1 2023. 146 funds tracked by Wall St. Rank hold FMS as of Q2 2023.

Quantum Private Wealth reported no remaining Fresenius Medical Care position as of Q2 2023 after selling out during the quarter.
Quantum Private Wealth sold 22,730 Fresenius Medical Care shares in Q2 2023, an estimated $483K.
Quantum Private Wealth first reported a position in Fresenius Medical Care in Q4 2022 and held it in 2 quarters.
Quantum Private Wealth's Fresenius Medical Care position peaked at $483K in Q1 2023.
146 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2023.

Based on Quantum Private Wealth's 13F filing for Q2 2023, filed 27 Jul 2023.