EW
ACH

Evoke Wealth’s Accendra Health ACH Stock Holding History

Evoke 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
2022
Q3 		– Sell
-60
Closed -$2K – 1227
2022
Q2 		$2K Hold
60
– – ﹤0.01% 1060
2022
Q1 		$3K Sell
60
-25
-29% -$1.07K ﹤0.01% 1005
2021
Q4 		$4K Hold
85
– – ﹤0.01% 951
2021
Q3 		$2K Hold
85
– – ﹤0.01% 1019
2021
Q2 		$4K Hold
85
– – ﹤0.01% 940
2021
Q1 		$3K Hold
85
– – ﹤0.01% 967
2020
Q4 		$2K Buy
+85
New +$2.19K ﹤0.01% 903
2020
Q3 		– Sell
-330
Closed -$3K – 1098
2020
Q2 		$3K Sell
330
-31
-9% -$227 ﹤0.01% 806
2020
Q1 		$3.3K Sell
361
-88
-20% -$531 ﹤0.01% 708
2019
Q4 		$2.32K Hold
449
– – ﹤0.01% 1044
2019
Q3 		$2.61K Buy
+449
New +$2.01K ﹤0.01% 1154

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's ACH Position: Q3 2022 in Review

Evoke Wealth sold out of Accendra Health (ACH) in Q3 2022, closing a stake of 60 shares — an estimated $2K sold.

Evoke Wealth first reported a position in ACH in Q3 2019 and held it in 11 quarters. The position peaked at $4K in Q4 2021. 227 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

  • Evoke Wealth reported no remaining Accendra Health position as of Q3 2022 after selling out during the quarter.
  • Evoke Wealth sold 60 Accendra Health shares in Q3 2022, an estimated $2K.
  • Evoke Wealth first reported a position in Accendra Health in Q3 2019 and held it in 11 quarters.
  • Evoke Wealth's Accendra Health position peaked at $4K in Q4 2021.
  • 227 funds tracked by Wall St. Rank held Accendra Health as of Q3 2022.

Based on Evoke Wealth's 13F filing for Q3 2022, filed 7 Nov 2022.