CWM
ACH

Curi Wealth Management’s Accendra Health ACH Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-112
Closed -$4K – 542
2022
Q2 		$4K Buy
+112
New +$4.06K ﹤0.01% 477

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Curi Wealth Management's ACH Position: Q3 2022 in Review

Curi Wealth Management sold out of Accendra Health (ACH) in Q3 2022, closing a stake of 112 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in ACH in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 227 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

  • Curi Wealth Management reported no remaining Accendra Health position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 112 Accendra Health shares in Q3 2022, an estimated $4K.
  • Curi Wealth Management first reported a position in Accendra Health in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Accendra Health position peaked at $4K in Q2 2022.
  • 227 funds tracked by Wall St. Rank held Accendra Health as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.