CTWM
AMED

Cherry Tree Wealth Management’s Amedisys AMED Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-38
Closed -$3.61K – 598
2023
Q4 		$3.61K Hold
38
– – ﹤0.01% 456
2023
Q3 		$3.55K Hold
38
– – ﹤0.01% 442
2023
Q2 		$3.48K Buy
+38
New +$3.12K ﹤0.01% 447

Other funds holding AMED

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Cherry Tree Wealth Management's AMED Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Amedisys (AMED) in Q1 2024, closing a stake of 38 shares — an estimated $3.61K sold.

Cherry Tree Wealth Management first reported a position in AMED in Q2 2023 and held it in 3 quarters. The position peaked at $3.61K in Q4 2023. 283 funds tracked by Wall St. Rank hold AMED as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Amedisys position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 38 Amedisys shares in Q1 2024, an estimated $3.61K.
  • Cherry Tree Wealth Management first reported a position in Amedisys in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Amedisys position peaked at $3.61K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Amedisys as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.