BAAM
ACCD

Baker Avenue Asset Management’s Accolade Inc ACCD Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-52
Closed -$550 – 1561
2023
Q3 		$550 Hold
52
– – ﹤0.01% 1418
2023
Q2 		$700 Hold
52
– – ﹤0.01% 1292
2023
Q1 		$748 Hold
52
– – ﹤0.01% 1282
2022
Q4 		$405 Buy
+52
New +$496 ﹤0.01% 1433

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baker Avenue Asset Management's ACCD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 52 shares — an estimated $550 sold.

Baker Avenue Asset Management first reported a position in ACCD in Q4 2022 and held it in 4 quarters. The position peaked at $748 in Q1 2023. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 52 Accolade Inc shares in Q4 2023, an estimated $550.
  • Baker Avenue Asset Management first reported a position in Accolade Inc in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Accolade Inc position peaked at $748 in Q1 2023.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.