APP
ACH

Avantax Planning Partners’s Accendra Health ACH Stock Holding History

Avantax Planning Partners’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
2022
Q1 		– Sell
-8,247
Closed -$359K – 376
2021
Q4 		$359K Hold
8,247
– – 0.01% 251
2021
Q3 		$258K Sell
8,247
-180
-2% -$7.08K 0.01% 281
2021
Q2 		$357K Hold
8,427
– – 0.02% 236
2021
Q1 		$317K Hold
8,427
– – 0.02% 234
2020
Q4 		$228K Sell
8,427
-10,662
-56% -$274K 0.01% 259
2020
Q3 		$479K Buy
19,089
+190
+1% +$2.77K 0.03% 184
2020
Q2 		$144K Sell
18,899
-1,769
-9% -$12.9K 0.01% 271
2020
Q1 		$189K Buy
+20,668
New +$125K 0.01% 258

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avantax Planning Partners's ACH Position: Q1 2022 in Review

Avantax Planning Partners sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 8,247 shares — an estimated $359K sold.

Avantax Planning Partners first reported a position in ACH in Q1 2020 and held it in 8 quarters. The position peaked at $479K in Q3 2020. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • Avantax Planning Partners reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 8,247 Accendra Health shares in Q1 2022, an estimated $359K.
  • Avantax Planning Partners first reported a position in Accendra Health in Q1 2020 and held it in 8 quarters.
  • Avantax Planning Partners's Accendra Health position peaked at $479K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.