DFPG Investments’s Accolade Inc ACCD Stock Holding History

DFPG Investments’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
2023 Q3	–	Sell	-10,285	Closed	-$149K	–	646
2023 Q2	$149K	Buy	+10,285	New	+$134K	0.01%	553

Other funds holding ACCD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

DFPG Investments's ACCD Position: Q3 2023 in Review

DFPG Investments sold out of Accolade Inc (ACCD) in Q3 2023, closing a stake of 10,285 shares — an estimated $149K sold.

DFPG Investments first reported a position in ACCD in Q2 2023 and held it in 1 quarter. The position peaked at $149K in Q2 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2023.

DFPG Investments reported no remaining Accolade Inc position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 10,285 Accolade Inc shares in Q3 2023, an estimated $149K.
DFPG Investments first reported a position in Accolade Inc in Q2 2023 and held it in 1 quarter.
DFPG Investments's Accolade Inc position peaked at $149K in Q2 2023.
150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.