CAS
ACCD

Coppell Advisory Solutions’s Accolade Inc ACCD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,313
Closed -$5.3K – 1980
2024
Q4 		$5.3K Hold
1,313
– – ﹤0.01% 1309
2024
Q3 		$5.07K Hold
1,313
– – ﹤0.01% 1255
2024
Q2 		$8.56K Buy
+1,313
New +$9.95K ﹤0.01% 1059
2023
Q4 		$8.56K Buy
+1,313
New +$11.2K ﹤0.01% 971

Other funds holding ACCD

GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's ACCD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 1,313 shares — an estimated $5.3K sold.

Coppell Advisory Solutions first reported a position in ACCD in Q4 2023 and held it in 4 quarters. The position peaked at $8.56K in Q2 2024. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,313 Accolade Inc shares in Q1 2025, an estimated $5.3K.
  • Coppell Advisory Solutions first reported a position in Accolade Inc in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Accolade Inc position peaked at $8.56K in Q2 2024.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.