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Next Financial Group’s AdaptHealth AHCO Stock Holding History

Next Financial Group’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
2021
Q1 		– Sell
-180
Closed -$7K – 2513
2020
Q4 		$7K Hold
180
– – ﹤0.01% 1867
2020
Q3 		$4K Buy
+180
New +$3.78K ﹤0.01% 1883

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Next Financial Group's AHCO Position: Q1 2021 in Review

Next Financial Group sold out of AdaptHealth (AHCO) in Q1 2021, closing a stake of 180 shares — an estimated $7K sold.

Next Financial Group first reported a position in AHCO in Q3 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 145 funds tracked by Wall St. Rank hold AHCO as of Q1 2021.

  • Next Financial Group reported no remaining AdaptHealth position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 180 AdaptHealth shares in Q1 2021, an estimated $7K.
  • Next Financial Group first reported a position in AdaptHealth in Q3 2020 and held it in 2 quarters.
  • Next Financial Group's AdaptHealth position peaked at $7K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.