SFA
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Sequoia Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Sequoia Financial 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
2026
Q1 		$457K Buy
+20,275
New +$466K ﹤0.01% 1320
2018
Q4 		– Sell
-4,393
Closed -$226K – 309
2018
Q3 		$226K Sell
4,393
-395
-8% -$19.8K 0.02% 282
2018
Q2 		$241K Hold
4,788
– – 0.03% 266
2018
Q1 		$245K Hold
4,788
– – 0.03% 250
2017
Q4 		$252K Sell
4,788
-80
-2% -$3.98K 0.03% 250
2017
Q3 		$238K Hold
4,868
– – 0.03% 239
2017
Q2 		$235K Hold
4,868
– – 0.03% 239
2017
Q1 		$205K Sell
4,868
-50
-1% -$2.07K 0.03% 261
2016
Q4 		$208K Sell
4,918
-171
-3% -$6.98K 0.03% 255
2016
Q3 		$223K Buy
+5,089
New +$228K 0.04% 209
2016
Q1 		– Sell
-5,334
Closed -$223K – 207
2015
Q4 		$223K Buy
+5,334
New +$225K 0.09% 156

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BIP
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TAM
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Goldman Sachs
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TRSOTSOK
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IHAM
Integral Health Asset Management New York $1.89B AUM 112.84% 1-Year Est. Return