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Sowell Financial Services’s Fresenius Medical Care FMS Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-10,278
Closed -$427K – 497
2021
Q2 		$427K Buy
10,278
+1,800
+21% +$72K 0.03% 443
2021
Q1 		$329K Buy
+8,478
New +$321K 0.01% 806

Other funds holding FMS

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sowell Financial Services's FMS Position: Q3 2021 in Review

Sowell Financial Services sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 10,278 shares — an estimated $427K sold.

Sowell Financial Services first reported a position in FMS in Q1 2021 and held it in 2 quarters. The position peaked at $427K in Q2 2021. 160 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

  • Sowell Financial Services reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,278 Fresenius Medical Care shares in Q3 2021, an estimated $427K.
  • Sowell Financial Services first reported a position in Fresenius Medical Care in Q1 2021 and held it in 2 quarters.
  • Sowell Financial Services's Fresenius Medical Care position peaked at $427K in Q2 2021.
  • 160 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.