FIA
ACCD

FNY Investment Advisers’s Accolade Inc ACCD Stock Holding History

FNY Investment Advisers’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
Q3 		– Sell
-1,500
Closed -$20K – 782
2023
Q2 		$20K Buy
+1,500
New +$19.5K 0.03% 246

Other funds holding ACCD

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

FNY Investment Advisers's ACCD Position: Q3 2023 in Review

FNY Investment Advisers sold out of Accolade Inc (ACCD) in Q3 2023, closing a stake of 1,500 shares — an estimated $20K sold.

FNY Investment Advisers first reported a position in ACCD in Q2 2023 and held it in 1 quarter. The position peaked at $20K in Q2 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2023.

  • FNY Investment Advisers reported no remaining Accolade Inc position as of Q3 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 1,500 Accolade Inc shares in Q3 2023, an estimated $20K.
  • FNY Investment Advisers first reported a position in Accolade Inc in Q2 2023 and held it in 1 quarter.
  • FNY Investment Advisers's Accolade Inc position peaked at $20K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2023.

Based on FNY Investment Advisers's 13F filing for Q3 2023, filed 10 Oct 2023.