CX Institutional’s Accendra Health ACH Stock Holding History

CX Institutional’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 Q4	–	Sell	-30,806	Closed	-$742K	–	557
2022 Q3	$742K	Buy	+30,806	New	+$949K	0.05%	303

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CX Institutional's ACH Position: Q4 2022 in Review

CX Institutional sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 30,806 shares — an estimated $742K sold.

CX Institutional first reported a position in ACH in Q3 2022 and held it in 1 quarter. The position peaked at $742K in Q3 2022. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

CX Institutional reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
CX Institutional sold 30,806 Accendra Health shares in Q4 2022, an estimated $742K.
CX Institutional first reported a position in Accendra Health in Q3 2022 and held it in 1 quarter.
CX Institutional's Accendra Health position peaked at $742K in Q3 2022.
219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on CX Institutional's 13F filing for Q4 2022, filed 3 Feb 2023.