TCI Wealth Advisors’s AdaptHealth AHCO Stock Holding History

TCI 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 Q1	–	Sell	-270	Closed	-$5.19K	–	2516
2022 Q4	$5.19K	Hold	270	–	–	﹤0.01%	1499
2022 Q3	$5K	Buy	+270	New	+$5.55K	﹤0.01%	1410
2021 Q4	–	Sell	-150	Closed	-$3K	–	2288
2021 Q3	$3K	Buy	150 +34	+29%	+$822	﹤0.01%	1889
2021 Q2	$3K	Buy	116 +63	+119%	+$1.8K	﹤0.01%	1690
2021 Q1	$2K	Buy	+53	New	+$1.87K	﹤0.01%	1646

Other funds holding AHCO

OCA

OEP Capital Advisors New York $194M AUM 9.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyKnight Capital San Francisco, California $107M AUM 9.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Wealth Advisors's AHCO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of AdaptHealth (AHCO) in Q1 2023, closing a stake of 270 shares — an estimated $5.19K sold.

TCI Wealth Advisors first reported a position in AHCO in Q1 2021 and held it in 5 quarters. The position peaked at $5.19K in Q4 2022. 172 funds tracked by Wall St. Rank hold AHCO as of Q1 2023.

TCI Wealth Advisors reported no remaining AdaptHealth position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 270 AdaptHealth shares in Q1 2023, an estimated $5.19K.
TCI Wealth Advisors first reported a position in AdaptHealth in Q1 2021 and held it in 5 quarters.
TCI Wealth Advisors's AdaptHealth position peaked at $5.19K in Q4 2022.
172 funds tracked by Wall St. Rank held AdaptHealth as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.