First Trust Advisors
ACCD

First Trust Advisors’s Accolade Inc ACCD Stock Holding History

First Trust 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
2024
Q2 		– Sell
-109,396
Closed -$1.15M – 2449
2024
Q1 		$1.15M Buy
109,396
+77,500
+243% +$881K ﹤0.01% 1947
2023
Q4 		$383K Buy
+31,896
New +$273K ﹤0.01% 2202
2023
Q3 		– Sell
-72,442
Closed -$976K – 2514
2023
Q2 		$976K Buy
+72,442
New +$941K ﹤0.01% 1992
2022
Q1 		– Sell
-11,912
Closed -$314K – 2599
2021
Q4 		$314K Sell
11,912
-41,444
-78% -$1.36M ﹤0.01% 2381
2021
Q3 		$2.25M Sell
53,356
-16,196
-23% -$761K ﹤0.01% 1725
2021
Q2 		$3.78M Buy
69,552
+54
+0.1% +$2.62K ﹤0.01% 1521
2021
Q1 		$3.15M Buy
69,498
+12,187
+21% +$587K ﹤0.01% 1528
2020
Q4 		$2.49M Buy
+57,311
New +$2.55M ﹤0.01% 1471

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

First Trust Advisors's ACCD Position: Q2 2024 in Review

First Trust Advisors sold out of Accolade Inc (ACCD) in Q2 2024, closing a stake of 109,396 shares — an estimated $1.15M sold.

First Trust Advisors first reported a position in ACCD in Q4 2020 and held it in 8 quarters. The position peaked at $3.78M in Q2 2021. 151 funds tracked by Wall St. Rank hold ACCD as of Q2 2024.

  • First Trust Advisors reported no remaining Accolade Inc position as of Q2 2024 after selling out during the quarter.
  • First Trust Advisors sold 109,396 Accolade Inc shares in Q2 2024, an estimated $1.15M.
  • First Trust Advisors first reported a position in Accolade Inc in Q4 2020 and held it in 8 quarters.
  • First Trust Advisors's Accolade Inc position peaked at $3.78M in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2024.

Based on First Trust Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.