IWA
AMED

Icon Wealth Advisors’s Amedisys AMED Stock Holding History

Icon Wealth Advisors’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 		$210K Sell
2,515
-398
-14% -$35.9K 0.02% 305
2022
Q3 		$282K Buy
+2,913
New +$347K 0.03% 251

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

Icon Wealth Advisors's AMED Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Amedisys (AMED) stake by 14% in Q4 2022, selling an estimated $35.9K and leaving 2,515 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #305.

Icon Wealth Advisors first reported a position in AMED in Q3 2022 and has held it in 2 quarters since. The position peaked at $282K in Q3 2022. 277 funds tracked by Wall St. Rank hold AMED as of Q4 2022.

  • Icon Wealth Advisors held 2,515 shares of Amedisys worth $210K as of Q4 2022.
  • Icon Wealth Advisors sold 398 Amedisys shares in Q4 2022, an estimated $35.9K.
  • Amedisys made up 0.02% of Icon Wealth Advisors's portfolio in Q4 2022, its #305 holding.
  • Icon Wealth Advisors first reported a position in Amedisys in Q3 2022 and has held it in 2 quarters since.
  • Icon Wealth Advisors's Amedisys position peaked at $282K in Q3 2022.
  • 277 funds tracked by Wall St. Rank held Amedisys as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.