GIA
ACH

Gladstone Institutional Advisory’s Accendra Health ACH Stock Holding History

Gladstone Institutional Advisory’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
2021
Q3 		– Sell
-6,390
Closed -$270K – 585
2021
Q2 		$270K Sell
6,390
-1,221
-16% -$47.5K 0.03% 425
2021
Q1 		$286K Buy
+7,611
New +$238K 0.04% 326

Other funds holding ACH

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gladstone Institutional Advisory's ACH Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Accendra Health (ACH) in Q3 2021, closing a stake of 6,390 shares — an estimated $270K sold.

Gladstone Institutional Advisory first reported a position in ACH in Q1 2021 and held it in 2 quarters. The position peaked at $286K in Q1 2021. 247 funds tracked by Wall St. Rank hold ACH as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Accendra Health position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 6,390 Accendra Health shares in Q3 2021, an estimated $270K.
  • Gladstone Institutional Advisory first reported a position in Accendra Health in Q1 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Accendra Health position peaked at $286K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Accendra Health as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.