ARC
ACH

Advisor Resource Council’s Accendra Health ACH Stock Holding History

Advisor Resource Council’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
2022
Q2 		– Sell
-72,680
Closed -$3.2M – 542
2022
Q1 		$3.2M Sell
72,680
-20,624
-22% -$886K 0.96% 23
2021
Q4 		$4.06M Buy
93,304
+51,047
+121% +$2M 0.32% 66
2021
Q3 		$1.32M Buy
+42,257
New +$1.66M 0.4% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Resource Council's ACH Position: Q2 2022 in Review

Advisor Resource Council sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 72,680 shares — an estimated $3.2M sold.

Advisor Resource Council first reported a position in ACH in Q3 2021 and held it in 3 quarters. The position peaked at $4.06M in Q4 2021. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Advisor Resource Council reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Advisor Resource Council sold 72,680 Accendra Health shares in Q2 2022, an estimated $3.2M.
  • Advisor Resource Council first reported a position in Accendra Health in Q3 2021 and held it in 3 quarters.
  • Advisor Resource Council's Accendra Health position peaked at $4.06M in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.