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Schechter Investment Advisors’s Fresenius Medical Care FMS Stock Holding History

Schechter Investment 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
2023
Q1 		– Sell
-11,576
Closed -$189K – 717
2022
Q4 		$189K Buy
+11,576
New +$172K 0.02% 771

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Dodge & Cox
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schechter Investment Advisors's FMS Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Fresenius Medical Care (FMS) in Q1 2023, closing a stake of 11,576 shares — an estimated $189K sold.

Schechter Investment Advisors first reported a position in FMS in Q4 2022 and held it in 1 quarter. The position peaked at $189K in Q4 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Fresenius Medical Care position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 11,576 Fresenius Medical Care shares in Q1 2023, an estimated $189K.
  • Schechter Investment Advisors first reported a position in Fresenius Medical Care in Q4 2022 and held it in 1 quarter.
  • Schechter Investment Advisors's Fresenius Medical Care position peaked at $189K in Q4 2022.
  • 155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.