Atria Wealth Solutions’s Accendra Health ACH Stock Holding History

Atria Wealth Solutions’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 Q3	–	Sell	-20,743	Closed	-$395K	–	1946
2023 Q2	$395K	Buy	+20,743	New	+$370K	0.01%	1276

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Atria Wealth Solutions's ACH Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Accendra Health (ACH) in Q3 2023, closing a stake of 20,743 shares — an estimated $395K sold.

Atria Wealth Solutions first reported a position in ACH in Q2 2023 and held it in 1 quarter. The position peaked at $395K in Q2 2023. 211 funds tracked by Wall St. Rank hold ACH as of Q3 2023.

Atria Wealth Solutions reported no remaining Accendra Health position as of Q3 2023 after selling out during the quarter.
Atria Wealth Solutions sold 20,743 Accendra Health shares in Q3 2023, an estimated $395K.
Atria Wealth Solutions first reported a position in Accendra Health in Q2 2023 and held it in 1 quarter.
Atria Wealth Solutions's Accendra Health position peaked at $395K in Q2 2023.
211 funds tracked by Wall St. Rank held Accendra Health as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.