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Sowell Financial Services’s AdaptHealth AHCO Stock Holding History

Sowell Financial Services’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
-132
Closed -$5K – 3089
2020
Q4 		$5K Buy
+132
New +$4.08K ﹤0.01% 2251

Other funds holding AHCO

OCA
OEP Capital Advisors New York $170M AUM 10.5% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SHI
SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Sowell Financial Services's AHCO Position: Q1 2021 in Review

Sowell Financial Services sold out of AdaptHealth (AHCO) in Q1 2021, closing a stake of 132 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in AHCO in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 145 funds tracked by Wall St. Rank hold AHCO as of Q1 2021.

  • Sowell Financial Services reported no remaining AdaptHealth position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 132 AdaptHealth shares in Q1 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in AdaptHealth in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's AdaptHealth position peaked at $5K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.