Capital Advisors Ltd’s AdaptHealth AHCO Stock Holding History

Capital Advisors Ltd’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 Q2	–	Sell	-34	Closed	–	–	1348
2024 Q1	$0	Sell	34 -100	-75%	-$849	﹤0.01%	1325
2023 Q4	$1K	Buy	+134	New	+$1.06K	﹤0.01%	1076

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Capital Advisors Ltd's AHCO Position: Q2 2024 in Review

Capital Advisors Ltd sold out of AdaptHealth (AHCO) in Q2 2024, closing a stake of 34 shares.

Capital Advisors Ltd first reported a position in AHCO in Q4 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 207 funds tracked by Wall St. Rank hold AHCO as of Q2 2024.

Capital Advisors Ltd reported no remaining AdaptHealth position as of Q2 2024 after selling out during the quarter.
Capital Advisors Ltd sold 34 AdaptHealth shares in Q2 2024.
Capital Advisors Ltd first reported a position in AdaptHealth in Q4 2023 and held it in 2 quarters.
Capital Advisors Ltd's AdaptHealth position peaked at $1K in Q4 2023.
207 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.