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
Q2 		– Sell
-2
Closed -$45 – 2108
2024
Q1 		$45 Sell
2
-80
-98% -$1.78K ﹤0.01% 1822
2023
Q4 		$1.35K Buy
82
+41
+100% +$743 ﹤0.01% 1021
2023
Q3 		$569 Buy
+41
New +$728 ﹤0.01% 809
2023
Q2 		– Sell
-15
Closed -$592 – 1741
2023
Q1 		$592 Sell
15
-5
-25% -$90 0.02% 429
2022
Q4 		$33 Sell
20
-412
-95% -$8.04K ﹤0.01% 1274
2022
Q3 		$2.91K Sell
432
-219
-34% -$6.75K 0.1% 215
2022
Q2 		$3.42K Sell
651
-273
-30% -$9.89K 0.11% 198
2022
Q1 		$4.4K Sell
924
-176
-16% -$7.56K 0.12% 156
2021
Q4 		$4.89K Buy
1,100
+976
+787% +$38.3K 0.11% 214
2021
Q3 		$31K Buy
124
+15
+14% +$590 0.01% 703
2021
Q2 		$42K Sell
109
-25
-19% -$973 0.02% 622
2021
Q1 		$5.02K Buy
134
+17
+15% +$532 0.1% 145
2020
Q4 		$3K Buy
+117
New +$3.01K ﹤0.01% 280
2020
Q2 		– Sell
-1,416
Closed -$13K – 611
2020
Q1 		$13K Sell
1,416
-1,668
-54% -$10.1K 0.04% 175
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 $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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Financial Gravity Asset Management sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 2 shares — an estimated $45 sold.

Financial Gravity Asset Management first reported a position in ACH in Q2 2019 and held it in 17 quarters. The position peaked at $42K in Q2 2021. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 2 Accendra Health shares in Q2 2024, an estimated $45.
  • Financial Gravity Asset Management first reported a position in Accendra Health in Q2 2019 and held it in 17 quarters.
  • Financial Gravity Asset Management's Accendra Health position peaked at $42K in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

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