FGAM
ACCD

Financial Gravity Asset Management’s Accolade Inc ACCD Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-3
Closed -$31 – 2491
2024
Q1 		$31 Buy
+3
New +$34 ﹤0.01% 1869
2023
Q3 		– Sell
-13
Closed -$31 – 1811
2023
Q2 		$31 Buy
+13
New +$169 ﹤0.01% 1451

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Financial Gravity Asset Management's ACCD Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Accolade Inc (ACCD) in Q2 2024, closing a stake of 3 shares — an estimated $31 sold.

Financial Gravity Asset Management first reported a position in ACCD in Q2 2023 and held it in 2 quarters. The position peaked at $31 in Q1 2024. 151 funds tracked by Wall St. Rank hold ACCD as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Accolade Inc position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 3 Accolade Inc shares in Q2 2024, an estimated $31.
  • Financial Gravity Asset Management first reported a position in Accolade Inc in Q2 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Accolade Inc position peaked at $31 in Q1 2024.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.