BPA
ACCD

Beacon Pointe Advisors’s Accolade Inc ACCD Stock Holding History

Beacon Pointe Advisors’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
2022
Q1 		– Sell
-115,177
Closed -$3.04M – 1239
2021
Q4 		$3.04M Buy
+115,177
New +$3.77M 0.08% 195
2021
Q3 		– Sell
-182,897
Closed -$9.93M – 982
2021
Q2 		$9.93M Buy
+182,897
New +$8.88M 0.35% 68

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Beacon Pointe Advisors's ACCD Position: Q1 2022 in Review

Beacon Pointe Advisors sold out of Accolade Inc (ACCD) in Q1 2022, closing a stake of 115,177 shares — an estimated $3.04M sold.

Beacon Pointe Advisors first reported a position in ACCD in Q2 2021 and held it in 2 quarters. The position peaked at $9.93M in Q2 2021. 154 funds tracked by Wall St. Rank hold ACCD as of Q1 2022.

  • Beacon Pointe Advisors reported no remaining Accolade Inc position as of Q1 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 115,177 Accolade Inc shares in Q1 2022, an estimated $3.04M.
  • Beacon Pointe Advisors first reported a position in Accolade Inc in Q2 2021 and held it in 2 quarters.
  • Beacon Pointe Advisors's Accolade Inc position peaked at $9.93M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2022.

Based on Beacon Pointe Advisors's 13F filing for Q1 2022, filed 17 May 2022.