AG
ACH

Advisor Group’s Accendra Health ACH Stock Holding History

Advisor Group’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
2019
Q4 		$12K Buy
2,511
+286
+13% +$1.84K ﹤0.01% 4249
2019
Q3 		$12K Buy
2,225
+91
+4% +$408 ﹤0.01% 4247
2019
Q2 		$6K Sell
2,134
-8,572
-80% -$29.2K ﹤0.01% 4610
2019
Q1 		$44K Sell
10,706
-19,913
-65% -$126K ﹤0.01% 3483
2018
Q4 		$194K Sell
30,619
-3,394
-10% -$35.2K ﹤0.01% 2113
2018
Q3 		$562K Buy
34,013
+4,170
+14% +$70.9K 0.01% 1383
2018
Q2 		$499K Buy
29,843
+13,291
+80% +$215K 0.01% 1308
2018
Q1 		$257K Buy
16,552
+8,594
+108% +$153K ﹤0.01% 1794
2017
Q4 		$151K Sell
7,958
-4,258
-35% -$94.4K ﹤0.01% 2231
2017
Q3 		$358K Buy
12,216
+630
+5% +$18.6K 0.01% 1408
2017
Q2 		$373K Buy
11,586
+4,147
+56% +$136K 0.01% 1337
2017
Q1 		$256K Buy
7,439
+2,276
+44% +$81.3K 0.01% 1485
2016
Q4 		$182K Buy
5,163
+1,207
+31% +$40.8K ﹤0.01% 1622
2016
Q3 		$137K Sell
3,956
-4,028
-50% -$141K ﹤0.01% 1793
2016
Q2 		$297K Buy
+7,984
New +$300K 0.01% 1210

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Advisor Group's ACH Position: Q4 2019 in Review

Advisor Group increased its Accendra Health (ACH) stake by 13% in Q4 2019, buying an estimated $1.84K and bringing the position to 2,511 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4249.

Advisor Group first reported a position in ACH in Q2 2016 and has held it in 15 quarters since. The position peaked at $562K in Q3 2018. 180 funds tracked by Wall St. Rank hold ACH as of Q4 2019.

  • Advisor Group held 2,511 shares of Accendra Health worth $12K as of Q4 2019.
  • Advisor Group bought 286 Accendra Health shares in Q4 2019, an estimated $1.84K.
  • Accendra Health made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4249 holding.
  • Advisor Group first reported a position in Accendra Health in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Accendra Health position peaked at $562K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Accendra Health as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.