TCWP’s Fresenius Medical Care FMS Stock Holding History

TCWP’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 Q2	–	Sell	-1,319	Closed	-$44K	–	790
2022 Q1	$44K	Buy	+1,319	New	+$43.4K	0.01%	510

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

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

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

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

TBC

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

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

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

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

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

TCWP's FMS Position: Q2 2022 in Review

TCWP sold out of Fresenius Medical Care (FMS) in Q2 2022, closing a stake of 1,319 shares — an estimated $44K sold.

TCWP first reported a position in FMS in Q1 2022 and held it in 1 quarter. The position peaked at $44K in Q1 2022. 166 funds tracked by Wall St. Rank hold FMS as of Q2 2022.

TCWP reported no remaining Fresenius Medical Care position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,319 Fresenius Medical Care shares in Q2 2022, an estimated $44K.
TCWP first reported a position in Fresenius Medical Care in Q1 2022 and held it in 1 quarter.
TCWP's Fresenius Medical Care position peaked at $44K in Q1 2022.
166 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.