FIM
ACH

Freedom Investment Management’s Accendra Health ACH Stock Holding History

Freedom Investment 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
2022
Q1 		– Sell
-4,838
Closed -$210K – 896
2021
Q4 		$210K Sell
4,838
-3,325
-41% -$130K 0.02% 795
2021
Q3 		$255K Buy
8,163
+1,564
+24% +$61.6K 0.02% 687
2021
Q2 		$279K Buy
6,599
+419
+7% +$16.3K 0.02% 698
2021
Q1 		$232K Buy
+6,180
New +$193K 0.02% 742
2020
Q2 		– Sell
-42,059
Closed -$262K – 657
2020
Q1 		$262K Buy
42,059
+3,266
+8% +$19.7K 0.02% 547
2019
Q4 		$201K Buy
+38,793
New +$249K 0.02% 618
2017
Q4 		– Sell
-18,184
Closed -$531K – 1159
2017
Q3 		$531K Buy
18,184
+10,653
+141% +$315K 0.03% 567
2017
Q2 		$242K Sell
7,531
-8,547
-53% -$281K 0.01% 900
2017
Q1 		$556K Sell
16,078
-729
-4% -$26K 0.03% 514
2016
Q4 		$593K Sell
16,807
-3,219
-16% -$109K 0.04% 428
2016
Q3 		$696K Buy
20,026
+366
+2% +$12.8K 0.04% 354
2016
Q2 		$735K Buy
19,660
+1,468
+8% +$55.2K 0.05% 302
2016
Q1 		$735K Buy
18,192
+3,680
+25% +$137K 0.05% 287
2015
Q4 		$522K Sell
14,512
-18,140
-56% -$656K 0.04% 393
2015
Q3 		$1.18M Buy
32,652
+22,180
+212% +$755K 0.12% 131
2015
Q2 		$356K Buy
10,472
+3,380
+48% +$114K 0.04% 435
2015
Q1 		$240K Buy
+7,092
New +$247K 0.03% 547

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Freedom Investment Management's ACH Position: Q1 2022 in Review

Freedom Investment Management sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 4,838 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in ACH in Q1 2015 and held it in 17 quarters. The position peaked at $1.18M in Q3 2015. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • Freedom Investment Management reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 4,838 Accendra Health shares in Q1 2022, an estimated $210K.
  • Freedom Investment Management first reported a position in Accendra Health in Q1 2015 and held it in 17 quarters.
  • Freedom Investment Management's Accendra Health position peaked at $1.18M in Q3 2015.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.