AWS
ACCD

AJ Wealth Strategies’s Accolade Inc ACCD Stock Holding History

AJ Wealth Strategies’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$587K Hold
43,557
– – 0.03% 171
2023
Q1 		$626K Hold
43,557
– – 0.03% 156
2022
Q4 		$339K Hold
43,557
– – 0.02% 218
2022
Q3 		$497K Buy
+43,557
New +$475K 0.03% 180

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AJ Wealth Strategies's ACCD Position: Q2 2023 in Review

AJ Wealth Strategies held its Accolade Inc (ACCD) position steady in Q2 2023 at 43,557 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #171.

AJ Wealth Strategies first reported a position in ACCD in Q3 2022 and has held it in 4 quarters since. The position peaked at $626K in Q1 2023. 156 funds tracked by Wall St. Rank hold ACCD as of Q2 2023.

  • AJ Wealth Strategies held 43,557 shares of Accolade Inc worth $587K as of Q2 2023.
  • AJ Wealth Strategies left its Accolade Inc share count unchanged in Q2 2023.
  • Accolade Inc made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #171 holding.
  • AJ Wealth Strategies first reported a position in Accolade Inc in Q3 2022 and has held it in 4 quarters since.
  • AJ Wealth Strategies's Accolade Inc position peaked at $626K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.