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WR Wealth Planners’s Fresenius Medical Care FMS Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-34
Closed -$649 – 1165
2024
Q2 		$649 Hold
34
– – ﹤0.01% 998
2024
Q1 		$656 Buy
+34
New +$674 ﹤0.01% 1009
2023
Q4 		– Sell
-34
Closed -$732 – 427
2023
Q3 		$732 Buy
+34
New +$825 ﹤0.01% 844

Other funds holding FMS

Pzena Investment Management
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHAM
Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's FMS Position: Q3 2024 in Review

WR Wealth Planners sold out of Fresenius Medical Care (FMS) in Q3 2024, closing a stake of 34 shares — an estimated $649 sold.

WR Wealth Planners first reported a position in FMS in Q3 2023 and held it in 3 quarters. The position peaked at $732 in Q3 2023. 168 funds tracked by Wall St. Rank hold FMS as of Q3 2024.

  • WR Wealth Planners reported no remaining Fresenius Medical Care position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 34 Fresenius Medical Care shares in Q3 2024, an estimated $649.
  • WR Wealth Planners first reported a position in Fresenius Medical Care in Q3 2023 and held it in 3 quarters.
  • WR Wealth Planners's Fresenius Medical Care position peaked at $732 in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Fresenius Medical Care as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.