1IA
ACCD

1834 Investment Advisors’s Accolade Inc ACCD Stock Holding History

1834 Investment Advisors’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$11K – 530
2021
Q2 		$11K Buy
+200
New +$9.71K ﹤0.01% 414

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1834 Investment Advisors's ACCD Position: Q3 2021 in Review

1834 Investment Advisors sold out of Accolade Inc (ACCD) in Q3 2021, closing a stake of 200 shares — an estimated $11K sold.

1834 Investment Advisors first reported a position in ACCD in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 167 funds tracked by Wall St. Rank hold ACCD as of Q3 2021.

  • 1834 Investment Advisors reported no remaining Accolade Inc position as of Q3 2021 after selling out during the quarter.
  • 1834 Investment Advisors sold 200 Accolade Inc shares in Q3 2021, an estimated $11K.
  • 1834 Investment Advisors first reported a position in Accolade Inc in Q2 2021 and held it in 1 quarter.
  • 1834 Investment Advisors's Accolade Inc position peaked at $11K in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.