Cambridge Investment Research Advisors
ACH

Cambridge Investment Research Advisors’s Accendra Health ACH Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q4 		– Sell
-19,045
Closed -$459K – 3186
2022
Q3 		$459K Buy
+19,045
New +$587K ﹤0.01% 2002
2022
Q2 		– Sell
-7,633
Closed -$336K – 3169
2022
Q1 		$336K Sell
7,633
-4,011
-34% -$172K ﹤0.01% 2451
2021
Q4 		$507K Sell
11,644
-1,083
-9% -$42.5K ﹤0.01% 2099
2021
Q3 		$398K Buy
12,727
+2,853
+29% +$112K ﹤0.01% 2222
2021
Q2 		$418K Buy
9,874
+1,159
+13% +$45.1K ﹤0.01% 2204
2021
Q1 		$328K Buy
+8,715
New +$273K ﹤0.01% 2217
2020
Q4 		– Sell
-10,606
Closed -$266K – 2762
2020
Q3 		$266K Sell
10,606
-45,320
-81% -$661K ﹤0.01% 2030
2020
Q2 		$426K Sell
55,926
-547
-1% -$4K ﹤0.01% 1652
2020
Q1 		$517K Buy
+56,473
New +$341K 0.01% 1348
2018
Q4 		– Sell
-54,486
Closed -$900K – 2240
2018
Q3 		$900K Buy
+54,486
New +$926K 0.01% 1084
2017
Q4 		– Sell
-19,593
Closed -$572K – 2141
2017
Q3 		$572K Sell
19,593
-2,397
-11% -$70.8K 0.01% 1180
2017
Q2 		$708K Buy
21,990
+2,823
+15% +$92.7K 0.01% 995
2017
Q1 		$663K Buy
19,167
+434
+2% +$15.5K 0.01% 937
2016
Q4 		$661K Buy
18,733
+1,855
+11% +$62.7K 0.01% 878
2016
Q3 		$586K Buy
16,878
+303
+2% +$10.6K 0.01% 951
2016
Q2 		$620K Buy
16,575
+513
+3% +$19.3K 0.01% 833
2016
Q1 		$649K Buy
16,062
+76
+0.5% +$2.83K 0.01% 761
2015
Q4 		$575K Buy
+15,986
New +$578K 0.01% 797

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's ACH Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 19,045 shares — an estimated $459K sold.

Cambridge Investment Research Advisors first reported a position in ACH in Q4 2015 and held it in 18 quarters. The position peaked at $900K in Q3 2018. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 19,045 Accendra Health shares in Q4 2022, an estimated $459K.
  • Cambridge Investment Research Advisors first reported a position in Accendra Health in Q4 2015 and held it in 18 quarters.
  • Cambridge Investment Research Advisors's Accendra Health position peaked at $900K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.