Commonwealth Equity Services
ACCD

Commonwealth Equity Services’s Accolade Inc ACCD Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-10,629
Closed -$448K – 3748
2021
Q3 		$448K Buy
10,629
+5,889
+124% +$277K ﹤0.01% 2562
2021
Q2 		$257K Sell
4,740
-887
-16% -$43.1K ﹤0.01% 3047
2021
Q1 		$255K Sell
5,627
-224
-4% -$10.8K ﹤0.01% 2921
2020
Q4 		$254K Buy
+5,851
New +$260K ﹤0.01% 2715

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Commonwealth Equity Services's ACCD Position: Q4 2021 in Review

Commonwealth Equity Services sold out of Accolade Inc (ACCD) in Q4 2021, closing a stake of 10,629 shares — an estimated $448K sold.

Commonwealth Equity Services first reported a position in ACCD in Q4 2020 and held it in 4 quarters. The position peaked at $448K in Q3 2021. 159 funds tracked by Wall St. Rank hold ACCD as of Q4 2021.

  • Commonwealth Equity Services reported no remaining Accolade Inc position as of Q4 2021 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,629 Accolade Inc shares in Q4 2021, an estimated $448K.
  • Commonwealth Equity Services first reported a position in Accolade Inc in Q4 2020 and held it in 4 quarters.
  • Commonwealth Equity Services's Accolade Inc position peaked at $448K in Q3 2021.
  • 159 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2021.

Based on Commonwealth Equity Services's 13F filing for Q4 2021, filed 31 Jan 2022.