CWS
ACH

Confluence Wealth Services’s Accendra Health ACH Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-23
Closed -$1K – 869
2021
Q4 		$1K Buy
+23
New +$902 ﹤0.01% 1202

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Confluence Wealth Services's ACH Position: Q1 2022 in Review

Confluence Wealth Services sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 23 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in ACH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • Confluence Wealth Services reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 23 Accendra Health shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Accendra Health in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Accendra Health position peaked at $1K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.