Crewe Advisors’s Accendra Health ACH Stock Holding History

Crewe Advisors’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 Q2	–	Sell	-105	Closed	-$2.91K	–	1011
2024 Q1	$2.91K	Sell	105 -8	-7%	-$178	﹤0.01%	818
2023 Q4	$2.18K	Buy	+113	New	+$2.05K	﹤0.01%	292

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's ACH Position: Q2 2024 in Review

Crewe Advisors sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 105 shares — an estimated $2.91K sold.

Crewe Advisors first reported a position in ACH in Q4 2023 and held it in 2 quarters. The position peaked at $2.91K in Q1 2024. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

Crewe Advisors reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
Crewe Advisors sold 105 Accendra Health shares in Q2 2024, an estimated $2.91K.
Crewe Advisors first reported a position in Accendra Health in Q4 2023 and held it in 2 quarters.
Crewe Advisors's Accendra Health position peaked at $2.91K in Q1 2024.
221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.