BAM
ACH

Belpointe Asset Management’s Accendra Health ACH Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-350
Closed -$5.09K – 2450
2023
Q1 		$5.09K Sell
350
-50
-13% -$896 ﹤0.01% 3008
2022
Q4 		$7.81K Buy
+400
New +$7.8K ﹤0.01% 2738

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Belpointe Asset Management sold out of Accendra Health (ACH) in Q2 2023, closing a stake of 350 shares — an estimated $5.09K sold.

Belpointe Asset Management first reported a position in ACH in Q4 2022 and held it in 2 quarters. The position peaked at $7.81K in Q4 2022. 230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Accendra Health position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 350 Accendra Health shares in Q2 2023, an estimated $5.09K.
  • Belpointe Asset Management first reported a position in Accendra Health in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Accendra Health position peaked at $7.81K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

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