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West Coast Financial’s AdaptHealth AHCO Stock Holding History

West Coast Financial’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
2022
Q2 		– Sell
-18,500
Closed -$297K – 128
2022
Q1 		$297K Sell
18,500
-18,500
-50% -$333K 0.05% 104
2021
Q4 		$905K Buy
+37,000
New +$869K 0.13% 71

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
SC
SkyKnight Capital San Francisco, California $107M AUM 9.69% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

West Coast Financial's AHCO Position: Q2 2022 in Review

West Coast Financial sold out of AdaptHealth (AHCO) in Q2 2022, closing a stake of 18,500 shares — an estimated $297K sold.

West Coast Financial first reported a position in AHCO in Q4 2021 and held it in 2 quarters. The position peaked at $905K in Q4 2021. 149 funds tracked by Wall St. Rank hold AHCO as of Q2 2022.

  • West Coast Financial reported no remaining AdaptHealth position as of Q2 2022 after selling out during the quarter.
  • West Coast Financial sold 18,500 AdaptHealth shares in Q2 2022, an estimated $297K.
  • West Coast Financial first reported a position in AdaptHealth in Q4 2021 and held it in 2 quarters.
  • West Coast Financial's AdaptHealth position peaked at $905K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held AdaptHealth as of Q2 2022.

Based on West Coast Financial's 13F filing for Q2 2022, filed 11 Jul 2022.