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Capital Performance Advisors’s AdaptHealth AHCO Stock Holding History

Capital Performance 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
Q4 		– Sell
-46
Closed -$517 – 239
2024
Q3 		$517 Buy
+46
New +$489 ﹤0.01% 2235

Other funds holding AHCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Performance Advisors's AHCO Position: Q4 2024 in Review

Capital Performance Advisors sold out of AdaptHealth (AHCO) in Q4 2024, closing a stake of 46 shares — an estimated $517 sold.

Capital Performance Advisors first reported a position in AHCO in Q3 2024 and held it in 1 quarter. The position peaked at $517 in Q3 2024. 200 funds tracked by Wall St. Rank hold AHCO as of Q4 2024.

  • Capital Performance Advisors reported no remaining AdaptHealth position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 46 AdaptHealth shares in Q4 2024, an estimated $517.
  • Capital Performance Advisors first reported a position in AdaptHealth in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's AdaptHealth position peaked at $517 in Q3 2024.
  • 200 funds tracked by Wall St. Rank held AdaptHealth as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.