DPW
ACH

DiNuzzo Private Wealth’s Accendra Health ACH Stock Holding History

DiNuzzo Private Wealth’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
Q4 		– Sell
-1
Closed -$16 – 1451
2024
Q3 		$16 Sell
1
-12
-92% -$182 ﹤0.01% 1428
2024
Q2 		$176 Buy
13
+1
+8% +$20 ﹤0.01% 1283
2024
Q1 		$333 Sell
12
-1
-8% -$22 ﹤0.01% 1103
2023
Q4 		$251 Buy
+13
New +$235 ﹤0.01% 1175

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

DiNuzzo Private Wealth's ACH Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 1 share — an estimated $16 sold.

DiNuzzo Private Wealth first reported a position in ACH in Q4 2023 and held it in 4 quarters. The position peaked at $333 in Q1 2024. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 Accendra Health share in Q4 2024, an estimated $16.
  • DiNuzzo Private Wealth first reported a position in Accendra Health in Q4 2023 and held it in 4 quarters.
  • DiNuzzo Private Wealth's Accendra Health position peaked at $333 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.