TrueWealth LLC’s Fresenius Medical Care FMS Stock Holding History

TrueWealth LLC’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
2020 Q2	$2K	Hold	54	–	–	﹤0.01%	635
2020 Q1	$2K	Hold	54	–	–	﹤0.01%	645
2019 Q4	$2K	Hold	54	–	–	﹤0.01%	669
2019 Q3	$2K	Hold	54	–	–	﹤0.01%	637
2019 Q2	$2K	Hold	54	–	–	﹤0.01%	656
2019 Q1	$2K	Hold	54	–	–	﹤0.01%	664
2018 Q4	$2K	Sell	54 -127	-70%	-$5.13K	﹤0.01%	656
2018 Q3	$9K	Hold	181	–	–	﹤0.01%	505
2018 Q2	$9K	Hold	181	–	–	﹤0.01%	511
2018 Q1	$9K	Sell	181 -149	-45%	-$7.95K	﹤0.01%	471
2017 Q4	$17K	Buy	+330	New	+$16.4K	0.01%	421

Other funds holding FMS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

TrueWealth LLC's FMS Position: Q2 2020 in Review

TrueWealth LLC held its Fresenius Medical Care (FMS) position steady in Q2 2020 at 54 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

TrueWealth LLC first reported a position in FMS in Q4 2017 and has held it in 11 quarters since. The position peaked at $17K in Q4 2017. 179 funds tracked by Wall St. Rank hold FMS as of Q2 2020.

TrueWealth LLC held 54 shares of Fresenius Medical Care worth $2K as of Q2 2020.
TrueWealth LLC left its Fresenius Medical Care share count unchanged in Q2 2020.
Fresenius Medical Care made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #635 holding.
TrueWealth LLC first reported a position in Fresenius Medical Care in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Fresenius Medical Care position peaked at $17K in Q4 2017.
179 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.