CIA
ACCD

Capital Impact Advisors’s Accolade Inc ACCD Stock Holding History

Capital Impact Advisors’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
2021
Q1 		– Sell
-25,500
Closed -$1.11M – 138
2020
Q4 		$1.11M Buy
+25,500
New +$1.13M 0.27% 97

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Impact Advisors's ACCD Position: Q1 2021 in Review

Capital Impact Advisors sold out of Accolade Inc (ACCD) in Q1 2021, closing a stake of 25,500 shares — an estimated $1.11M sold.

Capital Impact Advisors first reported a position in ACCD in Q4 2020 and held it in 1 quarter. The position peaked at $1.11M in Q4 2020. 147 funds tracked by Wall St. Rank hold ACCD as of Q1 2021.

  • Capital Impact Advisors reported no remaining Accolade Inc position as of Q1 2021 after selling out during the quarter.
  • Capital Impact Advisors sold 25,500 Accolade Inc shares in Q1 2021, an estimated $1.11M.
  • Capital Impact Advisors first reported a position in Accolade Inc in Q4 2020 and held it in 1 quarter.
  • Capital Impact Advisors's Accolade Inc position peaked at $1.11M in Q4 2020.
  • 147 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2021.

Based on Capital Impact Advisors's 13F filing for Q1 2021, filed 18 May 2021.