AWA
ACH

Alta Wealth Advisors’s Accendra Health ACH Stock Holding History

Alta Wealth Advisors’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
Q2 		– Sell
-12,237
Closed -$339K – 128
2024
Q1 		$339K Sell
12,237
-2,931
-19% -$65.1K 0.17% 101
2023
Q4 		$292K Sell
15,168
-523
-3% -$9.47K 0.16% 107
2023
Q3 		$254K Sell
15,691
-2,187
-12% -$38.8K 0.16% 118
2023
Q2 		$340K Sell
17,878
-532
-3% -$9.49K 0.2% 111
2023
Q1 		$268K Sell
18,410
-3,170
-15% -$56.8K 0.17% 124
2022
Q4 		$421K Sell
21,580
-1,226
-5% -$23.9K 0.28% 102
2022
Q3 		$550K Buy
22,806
+4,290
+23% +$132K 0.39% 79
2022
Q2 		$581K Sell
18,516
-676
-4% -$24.5K 0.4% 70
2022
Q1 		$845K Sell
19,192
-91
-0.5% -$3.91K 0.5% 59
2021
Q4 		$839K Sell
19,283
-816
-4% -$32K 0.52% 61
2021
Q3 		$629K Sell
20,099
-856
-4% -$33.7K 0.46% 78
2021
Q2 		$887K Sell
20,955
-175
-0.8% -$6.81K 0.65% 51
2021
Q1 		$794K Hold
21,130
– – 0.66% 54
2020
Q4 		$572K Buy
+21,130
New +$543K 0.48% 75

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
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 $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
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

Alta Wealth Advisors's ACH Position: Q2 2024 in Review

Alta Wealth Advisors sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 12,237 shares — an estimated $339K sold.

Alta Wealth Advisors first reported a position in ACH in Q4 2020 and held it in 14 quarters. The position peaked at $887K in Q2 2021. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Alta Wealth Advisors reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 12,237 Accendra Health shares in Q2 2024, an estimated $339K.
  • Alta Wealth Advisors first reported a position in Accendra Health in Q4 2020 and held it in 14 quarters.
  • Alta Wealth Advisors's Accendra Health position peaked at $887K in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Alta Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.