BWM
AMED

BerganKDV Wealth Management’s Amedisys AMED Stock Holding History

BerganKDV Wealth Management’s Portfolio AMED Stock Details AMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-15
Closed -$2K – 962
2022
Q2 		$2K Hold
15
– – ﹤0.01% 803
2022
Q1 		$3K Sell
15
-22
-59% -$3.29K ﹤0.01% 783
2021
Q4 		$6K Buy
37
+22
+147% +$3.54K ﹤0.01% 741
2021
Q3 		$2K Hold
15
– – ﹤0.01% 858
2021
Q2 		$4K Hold
15
– – ﹤0.01% 716
2021
Q1 		$4K Sell
15
-6
-29% -$1.69K ﹤0.01% 680
2020
Q4 		$6K Buy
21
+15
+250% +$3.85K ﹤0.01% 627
2020
Q3 		$1K Hold
6
– – ﹤0.01% 752
2020
Q2 		$1K Hold
6
– – ﹤0.01% 816
2020
Q1 		$1K Buy
+6
New +$1.07K ﹤0.01% 779

Other funds holding AMED

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BerganKDV Wealth Management's AMED Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Amedisys (AMED) in Q3 2022, closing a stake of 15 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in AMED in Q1 2020 and held it in 10 quarters. The position peaked at $6K in Q4 2021. 286 funds tracked by Wall St. Rank hold AMED as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Amedisys position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 15 Amedisys shares in Q3 2022, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Amedisys in Q1 2020 and held it in 10 quarters.
  • BerganKDV Wealth Management's Amedisys position peaked at $6K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Amedisys as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.