PWPS
AMED

Pinnacle Wealth Planning Services’s Amedisys AMED Stock Holding History

Pinnacle Wealth Planning Services’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
2021
Q1 		– Sell
-855
Closed -$250K – 412
2020
Q4 		$250K Sell
855
-29
-3% -$7.44K 0.06% 236
2020
Q3 		$209K Buy
+884
New +$201K 0.07% 225
2020
Q2 		– Sell
-1,196
Closed -$219K – 271
2020
Q1 		$219K Buy
+1,196
New +$213K 0.1% 174

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's AMED Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Amedisys (AMED) in Q1 2021, closing a stake of 855 shares — an estimated $250K sold.

Pinnacle Wealth Planning Services first reported a position in AMED in Q1 2020 and held it in 3 quarters. The position peaked at $250K in Q4 2020. 388 funds tracked by Wall St. Rank hold AMED as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Amedisys position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 855 Amedisys shares in Q1 2021, an estimated $250K.
  • Pinnacle Wealth Planning Services first reported a position in Amedisys in Q1 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Amedisys position peaked at $250K in Q4 2020.
  • 388 funds tracked by Wall St. Rank held Amedisys as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.