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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 $8.06B AUM 6.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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.