CI
ACCD

CX Institutional’s Accolade Inc ACCD Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-1,500
Closed -$11K – 1160
2022
Q2 		$11K Buy
+1,500
New +$13.1K ﹤0.01% 940
2020
Q4 		– Sell
-1,500
Closed -$58K – 921
2020
Q3 		$58K Buy
+1,500
New +$51.7K 0.01% 368

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

CX Institutional's ACCD Position: Q3 2022 in Review

CX Institutional sold out of Accolade Inc (ACCD) in Q3 2022, closing a stake of 1,500 shares — an estimated $11K sold.

CX Institutional first reported a position in ACCD in Q3 2020 and held it in 2 quarters. The position peaked at $58K in Q3 2020. 149 funds tracked by Wall St. Rank hold ACCD as of Q3 2022.

  • CX Institutional reported no remaining Accolade Inc position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 1,500 Accolade Inc shares in Q3 2022, an estimated $11K.
  • CX Institutional first reported a position in Accolade Inc in Q3 2020 and held it in 2 quarters.
  • CX Institutional's Accolade Inc position peaked at $58K in Q3 2020.
  • 149 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.