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Regent Peak Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

Regent Peak Wealth Advisors’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
Q1 		– Sell
-13
Closed -$1K – 443
2020
Q4 		$1K Buy
+13
New +$542 ﹤0.01% 923

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Regent Peak Wealth Advisors's FMS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q1 2021, closing a stake of 13 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in FMS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 167 funds tracked by Wall St. Rank hold FMS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Fresenius Medical Care position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 13 Fresenius Medical Care shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Fresenius Medical Care in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Fresenius Medical Care position peaked at $1K in Q4 2020.
  • 167 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.