Cetera Investment Advisers
ACH

Cetera Investment Advisers’s Accendra Health ACH Stock Holding History

Cetera Investment Advisers’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
2025
Q1 		– Sell
-10,721
Closed -$140K – 4044
2024
Q4 		$140K Buy
+10,721
New +$143K ﹤0.01% 3515

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's ACH Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Accendra Health (ACH) in Q1 2025, closing a stake of 10,721 shares — an estimated $140K sold.

Cetera Investment Advisers first reported a position in ACH in Q4 2024 and held it in 1 quarter. The position peaked at $140K in Q4 2024. 242 funds tracked by Wall St. Rank hold ACH as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Accendra Health position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 10,721 Accendra Health shares in Q1 2025, an estimated $140K.
  • Cetera Investment Advisers first reported a position in Accendra Health in Q4 2024 and held it in 1 quarter.
  • Cetera Investment Advisers's Accendra Health position peaked at $140K in Q4 2024.
  • 242 funds tracked by Wall St. Rank held Accendra Health as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.