BWM
ACCD

Baystate Wealth Management’s Accolade Inc ACCD Stock Holding History

Baystate 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
2023
Q3 		– Sell
-112
Closed -$1.51K – 1106
2023
Q2 		$1.51K Hold
112
– – ﹤0.01% 892
2023
Q1 		$1.61K Buy
+112
New +$1.27K ﹤0.01% 866

Other funds holding ACCD

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baystate Wealth Management's ACCD Position: Q3 2023 in Review

Baystate Wealth Management sold out of Accolade Inc (ACCD) in Q3 2023, closing a stake of 112 shares — an estimated $1.51K sold.

Baystate Wealth Management first reported a position in ACCD in Q1 2023 and held it in 2 quarters. The position peaked at $1.61K in Q1 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2023.

  • Baystate Wealth Management reported no remaining Accolade Inc position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 112 Accolade Inc shares in Q3 2023, an estimated $1.51K.
  • Baystate Wealth Management first reported a position in Accolade Inc in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Accolade Inc position peaked at $1.61K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.