AWM
LHCG

Ameliora Wealth Management’s LHC Group LLC LHCG Stock Holding History

Ameliora 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
2023
Q1 		– Sell
-2,000
Closed -$323K – 267
2022
Q4 		$323K Hold
2,000
– – 0.17% 56
2022
Q3 		$390K Buy
+2,000
New +$324K 0.21% 57

Other funds holding LHCG

LIC
Laurus Investment Counsel Toronto, Canada $102M AUM 0% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameliora Wealth Management's LHCG Position: Q1 2023 in Review

Ameliora Wealth Management sold out of LHC Group LLC (LHCG) in Q1 2023, closing a stake of 2,000 shares — an estimated $323K sold.

Ameliora Wealth Management first reported a position in LHCG in Q3 2022 and held it in 2 quarters. The position peaked at $390K in Q3 2022. 2 funds tracked by Wall St. Rank hold LHCG as of Q1 2023.

  • Ameliora Wealth Management reported no remaining LHC Group LLC position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 2,000 LHC Group LLC shares in Q1 2023, an estimated $323K.
  • Ameliora Wealth Management first reported a position in LHC Group LLC in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's LHC Group LLC position peaked at $390K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held LHC Group LLC as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.