HWMA
AMED

Heritage Wealth Management (Arizona)’s Amedisys AMED Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$304K Buy
3,644
+1,842
+102% +$166K 0.04% 288
2022
Q3 		$174K Buy
1,802
+57
+3% +$6.8K 0.06% 253
2022
Q2 		$183K Sell
1,745
-4
-0.2% -$511 0.06% 253
2022
Q1 		$301K Buy
+1,749
New +$261K 0.08% 191
2021
Q3 		$192K Sell
1,286
-58
-4% -$12.1K 0.07% 226
2021
Q2 		$329K Buy
1,344
+415
+45% +$109K 0.12% 135
2021
Q1 		$246K Buy
+929
New +$262K 0.14% 131

Other funds holding AMED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMED Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Amedisys (AMED) stake by 102% in Q4 2022, buying an estimated $166K and bringing the position to 3,644 shares worth $304K. The position accounts for 0.04% of the portfolio, ranked #288.

Heritage Wealth Management (Arizona) first reported a position in AMED in Q1 2021 and has held it in 7 quarters since. The position peaked at $329K in Q2 2021. 277 funds tracked by Wall St. Rank hold AMED as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,644 shares of Amedisys worth $304K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,842 Amedisys shares in Q4 2022, an estimated $166K.
  • Amedisys made up 0.04% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #288 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Amedisys in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Amedisys position peaked at $329K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held Amedisys as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.