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Sutton Wealth Advisors’s AdaptHealth AHCO Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$364 Hold
40
– – ﹤0.01% 822
2023
Q2 		$487 Hold
40
– – ﹤0.01% 806
2023
Q1 		$497 Sell
40
-1,086
-96% -$20K ﹤0.01% 768
2022
Q4 		$21.6K Buy
1,126
+1,059
+1,581% +$22.4K 0.01% 664
2022
Q3 		$1.26K Buy
+67
New +$1.38K ﹤0.01% 1242

Other funds holding AHCO

OCA
OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Sutton Wealth Advisors's AHCO Position: Q3 2023 in Review

Sutton Wealth Advisors held its AdaptHealth (AHCO) position steady in Q3 2023 at 40 shares worth $364. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Sutton Wealth Advisors first reported a position in AHCO in Q3 2022 and has held it in 5 quarters since. The position peaked at $21.6K in Q4 2022. 191 funds tracked by Wall St. Rank hold AHCO as of Q3 2023.

  • Sutton Wealth Advisors held 40 shares of AdaptHealth worth $364 as of Q3 2023.
  • Sutton Wealth Advisors left its AdaptHealth share count unchanged in Q3 2023.
  • AdaptHealth made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #822 holding.
  • Sutton Wealth Advisors first reported a position in AdaptHealth in Q3 2022 and has held it in 5 quarters since.
  • Sutton Wealth Advisors's AdaptHealth position peaked at $21.6K in Q4 2022.
  • 191 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.