Tyler-Stone Wealth Management’s Fresenius Medical Care FMS Stock Holding History

Tyler-Stone Wealth Management’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 Q4	–	Sell	-420	Closed	-$6K	–	873
2022 Q3	$6K	Hold	420	–	–	﹤0.01%	614
2022 Q2	$10K	Hold	420	–	–	0.01%	548
2022 Q1	$14K	Hold	420	–	–	0.01%	516
2021 Q4	$14K	Buy	+420	New	+$13.8K	0.01%	539

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Tyler-Stone Wealth Management's FMS Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Fresenius Medical Care (FMS) in Q4 2022, closing a stake of 420 shares — an estimated $6K sold.

Tyler-Stone Wealth Management first reported a position in FMS in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 155 funds tracked by Wall St. Rank hold FMS as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Fresenius Medical Care position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 420 Fresenius Medical Care shares in Q4 2022, an estimated $6K.
Tyler-Stone Wealth Management first reported a position in Fresenius Medical Care in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Fresenius Medical Care position peaked at $14K in Q1 2022.
155 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.