Corient Private Wealth
ACCD

Corient Private Wealth’s Accolade Inc ACCD Stock Holding History

Corient Private Wealth’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
-30,319
Closed -$104K – 2477
2024
Q4 		$104K Hold
30,319
– – ﹤0.01% 2217
2024
Q3 		$117K Sell
30,319
-7,427
-20% -$29.1K ﹤0.01% 2310
2024
Q2 		$135K Hold
37,746
– – ﹤0.01% 2177
2024
Q1 		$396K Sell
37,746
-25,356
-40% -$288K ﹤0.01% 1751
2023
Q4 		$758K Buy
63,102
+50
+0.1% +$428 ﹤0.01% 1406
2023
Q3 		$667K Hold
63,052
– – ﹤0.01% 1343
2023
Q2 		$849K Buy
63,052
+29,773
+89% +$387K ﹤0.01% 1215
2023
Q1 		$479K Buy
33,279
+7,377
+28% +$83.5K ﹤0.01% 1399
2022
Q4 		$202K Buy
+25,902
New +$247K ﹤0.01% 1489

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

Corient Private Wealth's ACCD Position: Q1 2025 in Review

Corient Private Wealth sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 30,319 shares — an estimated $104K sold.

Corient Private Wealth first reported a position in ACCD in Q4 2022 and held it in 9 quarters. The position peaked at $849K in Q2 2023. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • Corient Private Wealth reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 30,319 Accolade Inc shares in Q1 2025, an estimated $104K.
  • Corient Private Wealth first reported a position in Accolade Inc in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Accolade Inc position peaked at $849K in Q2 2023.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.