Certuity’s Accolade Inc ACCD Stock Holding History

Certuity’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
2024 Q3	–	Sell	-41,438	Closed	-$148K	–	392
2024 Q2	$148K	Hold	41,438	–	–	0.01%	335
2024 Q1	$434K	Sell	41,438 -8,776	-17%	-$99.8K	0.04%	192
2023 Q4	$603K	Buy	+50,214	New	+$430K	0.06%	161

Other funds holding ACCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Certuity's ACCD Position: Q3 2024 in Review

Certuity sold out of Accolade Inc (ACCD) in Q3 2024, closing a stake of 41,438 shares — an estimated $148K sold.

Certuity first reported a position in ACCD in Q4 2023 and held it in 3 quarters. The position peaked at $603K in Q4 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2024.

Certuity reported no remaining Accolade Inc position as of Q3 2024 after selling out during the quarter.
Certuity sold 41,438 Accolade Inc shares in Q3 2024, an estimated $148K.
Certuity first reported a position in Accolade Inc in Q4 2023 and held it in 3 quarters.
Certuity's Accolade Inc position peaked at $603K in Q4 2023.
150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2024.

Based on Certuity's 13F filing for Q3 2024, filed 12 Nov 2024.