AF
ACH

Advisornet Financial’s Accendra Health ACH Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-18
Closed -$347 – 2382
2023
Q4 		$347 Hold
18
– – ﹤0.01% 2196
2023
Q3 		$291 Buy
18
+3
+20% +$53 ﹤0.01% 2080
2023
Q2 		$286 Buy
+15
New +$268 ﹤0.01% 2155
2023
Q1 		– Sell
-14
Closed -$273 – 2470
2022
Q4 		$273 Buy
+14
New +$273 ﹤0.01% 2160
2020
Q2 		– Sell
-1,500
Closed -$14K – 1880
2020
Q1 		$14K Buy
+1,500
New +$9.05K ﹤0.01% 1173
2018
Q4 		– Sell
-296
Closed -$3.07K – 1547
2018
Q3 		$5K Hold
296
– – ﹤0.01% 1284
2018
Q2 		$5K Hold
296
– – ﹤0.01% 1285
2018
Q1 		$5K Sell
296
-146
-33% -$2.6K ﹤0.01% 1219
2017
Q4 		$8K Buy
+442
New +$9.8K ﹤0.01% 1041

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisornet Financial's ACH Position: Q1 2024 in Review

Advisornet Financial sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 18 shares — an estimated $347 sold.

Advisornet Financial first reported a position in ACH in Q4 2017 and held it in 9 quarters. The position peaked at $14K in Q1 2020. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • Advisornet Financial reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 18 Accendra Health shares in Q1 2024, an estimated $347.
  • Advisornet Financial first reported a position in Accendra Health in Q4 2017 and held it in 9 quarters.
  • Advisornet Financial's Accendra Health position peaked at $14K in Q1 2020.
  • 231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.