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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

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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.