BCMIO
ACH

Beacon Capital Management Inc (Ohio)’s Accendra Health ACH Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2022
Q2 		– Sell
-280
Closed -$12K – 111
2022
Q1 		$12K Buy
+280
New +$12K ﹤0.01% 59
2017
Q2 		– Sell
-2
Closed – – 170
2017
Q1 		$0 Buy
+2
New +$71 ﹤0.01% 172

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s ACH Position: Q2 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 280 shares — an estimated $12K sold.

Beacon Capital Management Inc (Ohio) first reported a position in ACH in Q1 2017 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 249 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Beacon Capital Management Inc (Ohio) reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 280 Accendra Health shares in Q2 2022, an estimated $12K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Accendra Health in Q1 2017 and held it in 2 quarters.
  • Beacon Capital Management Inc (Ohio)'s Accendra Health position peaked at $12K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2022, filed 20 Jul 2022.