AWM
ACH

Avior Wealth Management’s Accendra Health ACH Stock Holding History

Avior Wealth Management’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
-15
Closed -$415 – 3251
2024
Q1 		$415 Buy
+15
New +$333 ﹤0.01% 2613
2019
Q4 		– Sell
-200
Closed -$1K – 845
2019
Q3 		$1K Hold
200
– – ﹤0.01% 739
2019
Q2 		$1K Hold
200
– – ﹤0.01% 802
2019
Q1 		$0 Hold
200
– – ﹤0.01% 694
2018
Q4 		$1K Hold
200
– – ﹤0.01% 683
2018
Q3 		$3K Buy
200
+100
+100% +$1.7K ﹤0.01% 669
2018
Q2 		$2K Buy
+100
New +$1.62K ﹤0.01% 717

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $39.3B AUM 27.96% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avior Wealth Management sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 15 shares — an estimated $415 sold.

Avior Wealth Management first reported a position in ACH in Q2 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Avior Wealth Management reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 15 Accendra Health shares in Q2 2024, an estimated $415.
  • Avior Wealth Management first reported a position in Accendra Health in Q2 2018 and held it in 7 quarters.
  • Avior Wealth Management's Accendra Health position peaked at $3K in Q3 2018.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

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