BAM
ACCD

Belpointe Asset Management’s Accolade Inc ACCD Stock Holding History

Belpointe 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
2023
Q2 		– Sell
-668
Closed -$9.61K – 3514
2023
Q1 		$9.61K Buy
+668
New +$7.56K ﹤0.01% 2743

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Belpointe Asset Management's ACCD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Accolade Inc (ACCD) in Q2 2023, closing a stake of 668 shares — an estimated $9.61K sold.

Belpointe Asset Management first reported a position in ACCD in Q1 2023 and held it in 1 quarter. The position peaked at $9.61K in Q1 2023. 156 funds tracked by Wall St. Rank hold ACCD as of Q2 2023.

  • Belpointe Asset Management reported no remaining Accolade Inc position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 668 Accolade Inc shares in Q2 2023, an estimated $9.61K.
  • Belpointe Asset Management first reported a position in Accolade Inc in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Accolade Inc position peaked at $9.61K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.