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Financial Advocates Investment Management’s Chemed CHE Stock Holding History

Financial Advocates Investment Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,008
Closed -$542K – 704
2023
Q1 		$542K Buy
+1,008
New +$514K 0.04% 411

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Impax Asset Management Group
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Financial Advocates Investment Management's CHE Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Chemed (CHE) in Q2 2023, closing a stake of 1,008 shares — an estimated $542K sold.

Financial Advocates Investment Management first reported a position in CHE in Q1 2023 and held it in 1 quarter. The position peaked at $542K in Q1 2023. 465 funds tracked by Wall St. Rank hold CHE as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Chemed position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,008 Chemed shares in Q2 2023, an estimated $542K.
  • Financial Advocates Investment Management first reported a position in Chemed in Q1 2023 and held it in 1 quarter.
  • Financial Advocates Investment Management's Chemed position peaked at $542K in Q1 2023.
  • 465 funds tracked by Wall St. Rank held Chemed as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.