Valeo Financial Advisors’s Fresenius Medical Care FMS Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-70	Closed	-$3K	–	1727
2020 Q3	$3K	Sell	70 -108	-61%	-$4.66K	﹤0.01%	1342
2020 Q2	$8K	Buy	178 +108	+154%	+$4.27K	﹤0.01%	1350
2020 Q1	$2K	Hold	70	–	–	﹤0.01%	1523
2019 Q4	$3K	Sell	70 -109	-61%	-$3.87K	﹤0.01%	1389
2019 Q3	$6K	Buy	179 +11	+7%	+$390	﹤0.01%	1153
2019 Q2	$7K	Hold	168	–	–	﹤0.01%	1113
2019 Q1	$7K	Buy	168 +24	+17%	+$895	﹤0.01%	1051
2018 Q4	$5K	Sell	144 -113	-44%	-$4.56K	﹤0.01%	1073
2018 Q3	$10K	Buy	257 +202	+367%	+$10.1K	﹤0.01%	963
2018 Q2	$3K	Buy	55 +37	+206%	+$1.88K	﹤0.01%	1253
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	1424
2017 Q4	$1K	Sell	18 -29	-62%	-$1.44K	﹤0.01%	1273
2017 Q3	$2K	Buy	+47	New	+$2.23K	﹤0.01%	1013

Other funds holding FMS

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

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

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

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

TIM

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

TAM

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Valeo Financial Advisors's FMS Position: Q4 2020 in Review

Valeo Financial Advisors sold out of Fresenius Medical Care (FMS) in Q4 2020, closing a stake of 70 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in FMS in Q3 2017 and held it in 13 quarters. The position peaked at $10K in Q3 2018. 178 funds tracked by Wall St. Rank hold FMS as of Q4 2020.

Valeo Financial Advisors reported no remaining Fresenius Medical Care position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 70 Fresenius Medical Care shares in Q4 2020, an estimated $3K.
Valeo Financial Advisors first reported a position in Fresenius Medical Care in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Fresenius Medical Care position peaked at $10K in Q3 2018.
178 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.