BAAM
ACH

Baker Avenue Asset Management’s Accendra Health ACH Stock Holding History

Baker Avenue Asset 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
2023
Q4 		– Sell
-105
Closed -$1.7K – 1142
2023
Q3 		$1.7K Hold
105
– – ﹤0.01% 1165
2023
Q2 		$2K Buy
105
+15
+17% +$268 ﹤0.01% 987
2023
Q1 		$1.31K Buy
+90
New +$1.61K ﹤0.01% 1099

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Baker Avenue Asset Management sold out of Accendra Health (ACH) in Q4 2023, closing a stake of 105 shares — an estimated $1.7K sold.

Baker Avenue Asset Management first reported a position in ACH in Q1 2023 and held it in 3 quarters. The position peaked at $2K in Q2 2023. 227 funds tracked by Wall St. Rank hold ACH as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Accendra Health position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 105 Accendra Health shares in Q4 2023, an estimated $1.7K.
  • Baker Avenue Asset Management first reported a position in Accendra Health in Q1 2023 and held it in 3 quarters.
  • Baker Avenue Asset Management's Accendra Health position peaked at $2K in Q2 2023.
  • 227 funds tracked by Wall St. Rank held Accendra Health as of Q4 2023.

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