FGAM
ACH

Financial Gravity Asset Management’s Accendra Health ACH Stock Holding History

Financial Gravity Asset Management’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
Q1 		– Sell
-41
Closed -$783 – 1279
2023
Q4 		$783 Buy
+41
New +$743 ﹤0.01% 824
2021
Q3 		$31K Buy
124
+15
+14% +$590 0.01% 703
2021
Q2 		$42K Buy
+109
New +$4.24K 0.02% 622
2020
Q4 		$3K Buy
+117
New +$3.01K ﹤0.01% 280
2019
Q4 		$5K Buy
3,084
+3,015
+4,370% +$19.4K ﹤0.01% 1274
2019
Q3 		$0 Buy
69
+6
+10% +$27 ﹤0.01% 1450
2019
Q2 		$0 Buy
+63
New +$215 ﹤0.01% 1541

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's ACH Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 41 shares — an estimated $783 sold.

Financial Gravity Asset Management first reported a position in ACH in Q2 2019 and held it in 7 quarters. The position peaked at $42K in Q2 2021. 230 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 41 Accendra Health shares in Q1 2024, an estimated $783.
  • Financial Gravity Asset Management first reported a position in Accendra Health in Q2 2019 and held it in 7 quarters.
  • Financial Gravity Asset Management's Accendra Health position peaked at $42K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.