WANY
FMS icon

Wealthspire Advisors (New York)’s Fresenius Medical Care FMS Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-24
Closed -$1K – 315
2018
Q4 		$1K Buy
+24
New +$969 ﹤0.01% 800

Other funds holding FMS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealthspire Advisors (New York)'s FMS Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Fresenius Medical Care (FMS) in Q1 2019, closing a stake of 24 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in FMS in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 182 funds tracked by Wall St. Rank hold FMS as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Fresenius Medical Care position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 24 Fresenius Medical Care shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Fresenius Medical Care in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Fresenius Medical Care position peaked at $1K in Q4 2018.
  • 182 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.