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BerganKDV Wealth Management’s AdaptHealth AHCO Stock Holding History

BerganKDV Wealth Management’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
2021
Q4 		– Sell
-500
Closed -$12K – 1047
2021
Q3 		$12K Buy
+500
New +$12.1K ﹤0.01% 604

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

BerganKDV Wealth Management's AHCO Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of AdaptHealth (AHCO) in Q4 2021, closing a stake of 500 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in AHCO in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 152 funds tracked by Wall St. Rank hold AHCO as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining AdaptHealth position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 500 AdaptHealth shares in Q4 2021, an estimated $12K.
  • BerganKDV Wealth Management first reported a position in AdaptHealth in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's AdaptHealth position peaked at $12K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.