SeaCrest Wealth Management’s Fresenius Medical Care FMS Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-6,500	Closed	-$162K	–	923
2022 Q2	$162K	Hold	6,500	–	–	0.02%	681
2022 Q1	$219K	Buy	+6,500	New	+$214K	0.03%	628
2019 Q2	–	Sell	-2,100	Closed	-$85K	–	972
2019 Q1	$85K	Buy	2,100 +400	+24%	+$14.9K	0.01%	754
2018 Q4	$55K	Buy	1,700 +514	+43%	+$20.7K	0.01%	863
2018 Q3	$61K	Hold	1,186	–	–	0.01%	923
2018 Q2	$60K	Sell	1,186 -180	-13%	-$9.13K	0.01%	904
2018 Q1	$70K	Sell	1,366 -1,554	-53%	-$82.9K	0.01%	826
2017 Q4	$153K	Buy	+2,920	New	+$145K	0.03%	578

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TBC

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SeaCrest Wealth Management's FMS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Fresenius Medical Care (FMS) in Q3 2022, closing a stake of 6,500 shares — an estimated $162K sold.

SeaCrest Wealth Management first reported a position in FMS in Q4 2017 and held it in 8 quarters. The position peaked at $219K in Q1 2022. 141 funds tracked by Wall St. Rank hold FMS as of Q3 2022.

SeaCrest Wealth Management reported no remaining Fresenius Medical Care position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 6,500 Fresenius Medical Care shares in Q3 2022, an estimated $162K.
SeaCrest Wealth Management first reported a position in Fresenius Medical Care in Q4 2017 and held it in 8 quarters.
SeaCrest Wealth Management's Fresenius Medical Care position peaked at $219K in Q1 2022.
141 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.