AWM
ACCD

Avior Wealth Management’s Accolade Inc ACCD Stock Holding History

Avior Wealth Management’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
-15
Closed -$157 – 3823
2024
Q1 		$157 Buy
+15
New +$171 ﹤0.01% 2980

Other funds holding ACCD

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Brown Advisory
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ACM
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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

Avior Wealth Management's ACCD Position: Q2 2024 in Review

Avior Wealth Management sold out of Accolade Inc (ACCD) in Q2 2024, closing a stake of 15 shares — an estimated $157 sold.

Avior Wealth Management first reported a position in ACCD in Q1 2024 and held it in 1 quarter. The position peaked at $157 in Q1 2024. 151 funds tracked by Wall St. Rank hold ACCD as of Q2 2024.

  • Avior Wealth Management reported no remaining Accolade Inc position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 15 Accolade Inc shares in Q2 2024, an estimated $157.
  • Avior Wealth Management first reported a position in Accolade Inc in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Accolade Inc position peaked at $157 in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.