BWM
ACH

BerganKDV Wealth Management’s Accendra Health ACH Stock Holding History

BerganKDV Wealth 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
2020
Q1 		– Sell
-234
Closed -$1K – 983
2019
Q4 		$1K Hold
234
– – ﹤0.01% 881
2019
Q3 		$1K Hold
234
– – ﹤0.01% 673
2019
Q2 		$1K Hold
234
– – ﹤0.01% 715
2019
Q1 		$1K Buy
234
+3
+1% +$19 ﹤0.01% 707
2018
Q4 		$1K Buy
231
+4
+2% +$42 ﹤0.01% 670
2018
Q3 		$4K Buy
227
+3
+1% +$51 ﹤0.01% 552
2018
Q2 		$4K Buy
+224
New +$3.63K ﹤0.01% 575

Other funds holding ACH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's ACH Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Accendra Health (ACH) in Q1 2020, closing a stake of 234 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in ACH in Q2 2018 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 183 funds tracked by Wall St. Rank hold ACH as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Accendra Health position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 234 Accendra Health shares in Q1 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Accendra Health in Q2 2018 and held it in 7 quarters.
  • BerganKDV Wealth Management's Accendra Health position peaked at $4K in Q3 2018.
  • 183 funds tracked by Wall St. Rank held Accendra Health as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.