AWM
ACH

Accurate Wealth Management’s Accendra Health ACH Stock Holding History

Accurate Wealth Management’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300
Closed -$6.03K – 1032
2022
Q4 		$6.03K Buy
+300
New +$5.85K ﹤0.01% 976

Other funds holding ACH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Accurate Wealth Management's ACH Position: Q1 2023 in Review

Accurate Wealth Management sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 300 shares — an estimated $6.03K sold.

Accurate Wealth Management first reported a position in ACH in Q4 2022 and held it in 1 quarter. The position peaked at $6.03K in Q4 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Accurate Wealth Management reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 300 Accendra Health shares in Q1 2023, an estimated $6.03K.
  • Accurate Wealth Management first reported a position in Accendra Health in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Accendra Health position peaked at $6.03K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.