AOWM
LHCG

Alpha Omega Wealth Management’s LHC Group LLC LHCG Stock Holding History

Alpha Omega Wealth Management’s Portfolio LHCG Stock Details LHCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-25
Closed -$3K – 583
2019
Q2 		$3K Hold
25
– – ﹤0.01% 546
2019
Q1 		$3K Buy
+25
New +$2.67K ﹤0.01% 521

Other funds holding LHCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Alpha Omega Wealth Management's LHCG Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of LHC Group LLC (LHCG) in Q3 2019, closing a stake of 25 shares — an estimated $3K sold.

Alpha Omega Wealth Management first reported a position in LHCG in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 274 funds tracked by Wall St. Rank hold LHCG as of Q3 2019.

  • Alpha Omega Wealth Management reported no remaining LHC Group LLC position as of Q3 2019 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 25 LHC Group LLC shares in Q3 2019, an estimated $3K.
  • Alpha Omega Wealth Management first reported a position in LHC Group LLC in Q1 2019 and held it in 2 quarters.
  • Alpha Omega Wealth Management's LHC Group LLC position peaked at $3K in Q2 2019.
  • 274 funds tracked by Wall St. Rank held LHC Group LLC as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.