CFD
ACH

Creative Financial Designs’s Accendra Health ACH Stock Holding History

Creative Financial Designs’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
2024
Q1 		– Sell
-130
Closed -$2.5K – 1711
2023
Q4 		$2.5K Hold
130
– – ﹤0.01% 1393
2023
Q3 		$2.1K Hold
130
– – ﹤0.01% 1336
2023
Q2 		$2.48K Hold
130
– – ﹤0.01% 1283
2023
Q1 		$1.89K Hold
130
– – ﹤0.01% 1265
2022
Q4 		$2.54K Hold
130
– – ﹤0.01% 1134
2022
Q3 		$3K Hold
130
– – ﹤0.01% 1125
2022
Q2 		$4K Buy
+130
New +$4.71K ﹤0.01% 1054

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Financial Designs's ACH Position: Q1 2024 in Review

Creative Financial Designs sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 130 shares — an estimated $2.5K sold.

Creative Financial Designs first reported a position in ACH in Q2 2022 and held it in 7 quarters. The position peaked at $4K in Q2 2022. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • Creative Financial Designs reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • Creative Financial Designs sold 130 Accendra Health shares in Q1 2024, an estimated $2.5K.
  • Creative Financial Designs first reported a position in Accendra Health in Q2 2022 and held it in 7 quarters.
  • Creative Financial Designs's Accendra Health position peaked at $4K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.