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Provenance Wealth Advisors’s Chemed CHE Stock Holding History

Provenance Wealth Advisors’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4
Closed -$2.34K – 554
2023
Q4 		$2.34K Buy
+4
New +$2.24K ﹤0.01% 433

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Provenance Wealth Advisors's CHE Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Chemed (CHE) in Q1 2024, closing a stake of 4 shares — an estimated $2.34K sold.

Provenance Wealth Advisors first reported a position in CHE in Q4 2023 and held it in 1 quarter. The position peaked at $2.34K in Q4 2023. 511 funds tracked by Wall St. Rank hold CHE as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Chemed position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 4 Chemed shares in Q1 2024, an estimated $2.34K.
  • Provenance Wealth Advisors first reported a position in Chemed in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Chemed position peaked at $2.34K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held Chemed as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.