AIA
ACCD

Avalon Investment & Advisory’s Accolade Inc ACCD Stock Holding History

Avalon Investment & Advisory’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
Q1 		$436K Hold
30,319
– – 0.01% 261
2022
Q4 		$236K Buy
+30,319
New +$289K 0.01% 298

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avalon Investment & Advisory's ACCD Position: Q1 2023 in Review

Avalon Investment & Advisory held its Accolade Inc (ACCD) position steady in Q1 2023 at 30,319 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #261.

Avalon Investment & Advisory first reported a position in ACCD in Q4 2022 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold ACCD as of Q1 2023.

  • Avalon Investment & Advisory held 30,319 shares of Accolade Inc worth $436K as of Q1 2023.
  • Avalon Investment & Advisory left its Accolade Inc share count unchanged in Q1 2023.
  • Accolade Inc made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #261 holding.
  • Avalon Investment & Advisory first reported a position in Accolade Inc in Q4 2022 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.