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Bell Investment Advisors’s AdaptHealth AHCO Stock Holding History

Bell Investment Advisors’s Portfolio AHCO Stock Details AHCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-68
Closed -$496 – 1912
2023
Q4 		$496 Buy
+68
New +$536 ﹤0.01% 1834
2023
Q1 		– Sell
-50
Closed -$961 – 1912
2022
Q4 		$961 Buy
50
+22
+79% +$465 ﹤0.01% 1614
2022
Q3 		$1K Hold
28
– – ﹤0.01% 1294
2022
Q2 		$1K Buy
+28
New +$455 ﹤0.01% 1305
2021
Q4 		$1K Buy
+23
New +$540 ﹤0.01% 1313

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Bell Investment Advisors's AHCO Position: Q1 2024 in Review

Bell Investment Advisors sold out of AdaptHealth (AHCO) in Q1 2024, closing a stake of 68 shares — an estimated $496 sold.

Bell Investment Advisors first reported a position in AHCO in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 210 funds tracked by Wall St. Rank hold AHCO as of Q1 2024.

  • Bell Investment Advisors reported no remaining AdaptHealth position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 68 AdaptHealth shares in Q1 2024, an estimated $496.
  • Bell Investment Advisors first reported a position in AdaptHealth in Q4 2021 and held it in 5 quarters.
  • Bell Investment Advisors's AdaptHealth position peaked at $1K in Q3 2022.
  • 210 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.