AF
ACCD

Allworth Financial’s Accolade Inc ACCD Stock Holding History

Allworth Financial’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
2024
Q2 		– Sell
-251
Closed -$2.63K – 3805
2024
Q1 		$2.63K Sell
251
-52
-17% -$591 ﹤0.01% 2708
2023
Q4 		$3.64K Sell
303
-83
-22% -$711 ﹤0.01% 2403
2023
Q3 		$4.08K Sell
386
-2
-0.5% -$26 ﹤0.01% 2209
2023
Q2 		$5.23K Sell
388
-115
-23% -$1.49K ﹤0.01% 2075
2023
Q1 		$7.23K Buy
+503
New +$5.69K ﹤0.01% 1898
2022
Q4 		– Sell
-40
Closed – – 3232
2022
Q3 		$0 Hold
40
– – ﹤0.01% 3177
2022
Q2 		$0 Hold
40
– – ﹤0.01% 2888
2022
Q1 		$1K Buy
+40
New +$736 ﹤0.01% 2043

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Allworth Financial's ACCD Position: Q2 2024 in Review

Allworth Financial sold out of Accolade Inc (ACCD) in Q2 2024, closing a stake of 251 shares — an estimated $2.63K sold.

Allworth Financial first reported a position in ACCD in Q1 2022 and held it in 8 quarters. The position peaked at $7.23K in Q1 2023. 151 funds tracked by Wall St. Rank hold ACCD as of Q2 2024.

  • Allworth Financial reported no remaining Accolade Inc position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 251 Accolade Inc shares in Q2 2024, an estimated $2.63K.
  • Allworth Financial first reported a position in Accolade Inc in Q1 2022 and held it in 8 quarters.
  • Allworth Financial's Accolade Inc position peaked at $7.23K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.