FFA
ACCD

Founders Financial Alliance’s Accolade Inc ACCD Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-43
Closed -$2K – 1285
2020
Q3 		$2K Buy
+43
New +$1.48K ﹤0.01% 1246

Other funds holding ACCD

AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
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
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MVG
Madrona Venture Group Seattle, Washington $22.1M AUM 86.9% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Founders Financial Alliance's ACCD Position: Q4 2020 in Review

Founders Financial Alliance sold out of Accolade Inc (ACCD) in Q4 2020, closing a stake of 43 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in ACCD in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 120 funds tracked by Wall St. Rank hold ACCD as of Q4 2020.

  • Founders Financial Alliance reported no remaining Accolade Inc position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 43 Accolade Inc shares in Q4 2020, an estimated $2K.
  • Founders Financial Alliance first reported a position in Accolade Inc in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Accolade Inc position peaked at $2K in Q3 2020.
  • 120 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.