CAN
ACCD

Cetera Advisor Networks’s Accolade Inc ACCD Stock Holding History

Cetera Advisor Networks’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
2023
Q4 		– Sell
-11,485
Closed -$122K – 2886
2023
Q3 		$122K Buy
+11,485
New +$151K ﹤0.01% 2542

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Cetera Advisor Networks's ACCD Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 11,485 shares — an estimated $122K sold.

Cetera Advisor Networks first reported a position in ACCD in Q3 2023 and held it in 1 quarter. The position peaked at $122K in Q3 2023. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Cetera Advisor Networks reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisor Networks sold 11,485 Accolade Inc shares in Q4 2023, an estimated $122K.
  • Cetera Advisor Networks first reported a position in Accolade Inc in Q3 2023 and held it in 1 quarter.
  • Cetera Advisor Networks's Accolade Inc position peaked at $122K in Q3 2023.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.