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Financial Gravity Asset Management’s AdaptHealth AHCO Stock Holding History

Financial Gravity Asset Management’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
2023
Q2 		– Sell
-12
Closed -$1.66K – 1634
2023
Q1 		$1.66K Sell
12
-7
-37% -$129 0.05% 318
2022
Q4 		$751 Sell
19
-266
-93% -$5.62K ﹤0.01% 729
2022
Q3 		$2.41K Buy
+285
New +$5.86K 0.08% 246

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Gravity Asset Management's AHCO Position: Q2 2023 in Review

Financial Gravity Asset Management sold out of AdaptHealth (AHCO) in Q2 2023, closing a stake of 12 shares — an estimated $1.66K sold.

Financial Gravity Asset Management first reported a position in AHCO in Q3 2022 and held it in 3 quarters. The position peaked at $2.41K in Q3 2022. 182 funds tracked by Wall St. Rank hold AHCO as of Q2 2023.

  • Financial Gravity Asset Management reported no remaining AdaptHealth position as of Q2 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 AdaptHealth shares in Q2 2023, an estimated $1.66K.
  • Financial Gravity Asset Management first reported a position in AdaptHealth in Q3 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's AdaptHealth position peaked at $2.41K in Q3 2022.
  • 182 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2023.

Based on Financial Gravity Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.