AWM
ACH

AE Wealth Management’s Accendra Health ACH Stock Holding History

AE 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
-12,475
Closed -$244K – 1967
2022
Q4 		$244K Buy
12,475
+1,469
+13% +$28.7K ﹤0.01% 1592
2022
Q3 		$265K Buy
11,006
+207
+2% +$6.38K ﹤0.01% 1518
2022
Q2 		$340K Buy
10,799
+4,051
+60% +$147K ﹤0.01% 1385
2022
Q1 		$297K Sell
6,748
-2
-0% -$86 ﹤0.01% 1424
2021
Q4 		$294K Buy
6,750
+305
+5% +$12K ﹤0.01% 1457
2021
Q3 		$202K Buy
6,445
+66
+1% +$2.6K ﹤0.01% 1526
2021
Q2 		$270K Sell
6,379
-321
-5% -$12.5K ﹤0.01% 1391
2021
Q1 		$252K Buy
+6,700
New +$210K ﹤0.01% 1318

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

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

AE Wealth Management sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 12,475 shares — an estimated $244K sold.

AE Wealth Management first reported a position in ACH in Q1 2021 and held it in 8 quarters. The position peaked at $340K in Q2 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • AE Wealth Management reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 12,475 Accendra Health shares in Q1 2023, an estimated $244K.
  • AE Wealth Management first reported a position in Accendra Health in Q1 2021 and held it in 8 quarters.
  • AE Wealth Management's Accendra Health position peaked at $340K in Q2 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.