GWS
ACCD

Glassman Wealth Services’s Accolade Inc ACCD Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-101
Closed -$1.21K – 1915
2023
Q4 		$1.21K Hold
101
– – ﹤0.01% 1485
2023
Q3 		$1.07K Hold
101
– – ﹤0.01% 1524
2023
Q2 		$1.36K Hold
101
– – ﹤0.01% 1358
2023
Q1 		$1.45K Hold
101
– – ﹤0.01% 1333
2022
Q4 		$787 Hold
101
– – ﹤0.01% 1497
2022
Q3 		$1K Hold
101
– – ﹤0.01% 1582
2022
Q2 		$1K Buy
+101
New +$883 ﹤0.01% 1586
2022
Q1 		– Sell
-22
Closed -$1K – 2003
2021
Q4 		$1K Buy
+22
New +$721 ﹤0.01% 1556

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Glassman Wealth Services's ACCD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Accolade Inc (ACCD) in Q1 2024, closing a stake of 101 shares — an estimated $1.21K sold.

Glassman Wealth Services first reported a position in ACCD in Q4 2021 and held it in 8 quarters. The position peaked at $1.45K in Q1 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Accolade Inc position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 101 Accolade Inc shares in Q1 2024, an estimated $1.21K.
  • Glassman Wealth Services first reported a position in Accolade Inc in Q4 2021 and held it in 8 quarters.
  • Glassman Wealth Services's Accolade Inc position peaked at $1.45K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.