Bellevue Asset Management’s Accolade Inc ACCD Stock Holding History

Bellevue 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
2022 Q1	–	Sell	-67	Closed	-$2K	–	581
2021 Q4	$2K	Sell	67 -6	-8%	-$197	﹤0.01%	524
2021 Q3	$3K	Hold	73	–	–	﹤0.01%	485
2021 Q2	$4K	Sell	73 -9	-11%	-$437	﹤0.01%	434
2021 Q1	$4K	Buy	82 +41	+100%	+$1.97K	﹤0.01%	484
2020 Q4	$2K	Sell	41 -9	-18%	-$400	﹤0.01%	612
2020 Q3	$2K	Buy	+50	New	+$1.72K	﹤0.01%	578

Other funds holding ACCD

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Bellevue Asset Management's ACCD Position: Q1 2022 in Review

Bellevue Asset Management sold out of Accolade Inc (ACCD) in Q1 2022, closing a stake of 67 shares — an estimated $2K sold.

Bellevue Asset Management first reported a position in ACCD in Q3 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 154 funds tracked by Wall St. Rank hold ACCD as of Q1 2022.

Bellevue Asset Management reported no remaining Accolade Inc position as of Q1 2022 after selling out during the quarter.
Bellevue Asset Management sold 67 Accolade Inc shares in Q1 2022, an estimated $2K.
Bellevue Asset Management first reported a position in Accolade Inc in Q3 2020 and held it in 6 quarters.
Bellevue Asset Management's Accolade Inc position peaked at $4K in Q2 2021.
154 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2022.

Based on Bellevue Asset Management's 13F filing for Q1 2022, filed 11 May 2022.