FHA
ACCD

First Horizon Advisors’s Accolade Inc ACCD Stock Holding History

First Horizon 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
2023
Q4 		– Sell
-960
Closed -$10.2K – 2466
2023
Q3 		$10.2K Buy
960
+46
+5% +$604 ﹤0.01% 1506
2023
Q2 		$12.3K Buy
914
+37
+4% +$480 ﹤0.01% 1463
2023
Q1 		$12.6K Buy
877
+77
+10% +$872 ﹤0.01% 1462
2022
Q4 		$6.23K Sell
800
-566
-41% -$5.4K ﹤0.01% 1732
2022
Q3 		$15K Buy
1,366
+574
+72% +$6.26K ﹤0.01% 1348
2022
Q2 		$5K Buy
792
+565
+249% +$4.94K ﹤0.01% 1860
2022
Q1 		$4K Sell
227
-441
-66% -$8.12K ﹤0.01% 1360
2021
Q4 		$18K Hold
668
– – ﹤0.01% 1315
2021
Q3 		$28K Buy
+668
New +$31.4K ﹤0.01% 1158

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

First Horizon Advisors's ACCD Position: Q4 2023 in Review

First Horizon Advisors sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 960 shares — an estimated $10.2K sold.

First Horizon Advisors first reported a position in ACCD in Q3 2021 and held it in 9 quarters. The position peaked at $28K in Q3 2021. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • First Horizon Advisors reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • First Horizon Advisors sold 960 Accolade Inc shares in Q4 2023, an estimated $10.2K.
  • First Horizon Advisors first reported a position in Accolade Inc in Q3 2021 and held it in 9 quarters.
  • First Horizon Advisors's Accolade Inc position peaked at $28K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on First Horizon Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.