TCI Wealth Advisors’s Fresenius Medical Care FMS Stock Holding History

TCI 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 Q3	–	Sell	-200	Closed	-$8K	–	2440
2021 Q2	$8K	Buy	+200	New	+$8K	﹤0.01%	1101

Other funds holding FMS

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TBC

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's FMS Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Fresenius Medical Care (FMS) in Q3 2021, closing a stake of 200 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in FMS in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 159 funds tracked by Wall St. Rank hold FMS as of Q3 2021.

TCI Wealth Advisors reported no remaining Fresenius Medical Care position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 200 Fresenius Medical Care shares in Q3 2021, an estimated $8K.
TCI Wealth Advisors first reported a position in Fresenius Medical Care in Q2 2021 and held it in 1 quarter.
TCI Wealth Advisors's Fresenius Medical Care position peaked at $8K in Q2 2021.
159 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.