EWA
ACCD

Evolution Wealth Advisors’s Accolade Inc ACCD Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-82
Closed -$3K – 651
2021
Q3 		$3K Sell
82
-123
-60% -$5.78K ﹤0.01% 633
2021
Q2 		$11K Sell
205
-32
-14% -$1.55K ﹤0.01% 398
2021
Q1 		$11K Buy
237
+18
+8% +$866 ﹤0.01% 407
2020
Q4 		$10K Buy
+219
New +$9.73K ﹤0.01% 355

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Evolution Wealth Advisors's ACCD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Accolade Inc (ACCD) in Q4 2021, closing a stake of 82 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in ACCD in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 159 funds tracked by Wall St. Rank hold ACCD as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Accolade Inc position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 82 Accolade Inc shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Accolade Inc in Q4 2020 and held it in 4 quarters.
  • Evolution Wealth Advisors's Accolade Inc position peaked at $11K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.