GI
ACCD

Gradient Investments’s Accolade Inc ACCD Stock Holding History

Gradient Investments’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
-77
Closed -$925 – 1881
2023
Q4 		$925 Hold
77
– – ﹤0.01% 1448
2023
Q3 		$815 Hold
77
– – ﹤0.01% 1432
2023
Q2 		$1.04K Buy
+77
New +$1K ﹤0.01% 1351

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

Gradient Investments's ACCD Position: Q1 2024 in Review

Gradient Investments sold out of Accolade Inc (ACCD) in Q1 2024, closing a stake of 77 shares — an estimated $925 sold.

Gradient Investments first reported a position in ACCD in Q2 2023 and held it in 3 quarters. The position peaked at $1.04K in Q2 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q1 2024.

  • Gradient Investments reported no remaining Accolade Inc position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 77 Accolade Inc shares in Q1 2024, an estimated $925.
  • Gradient Investments first reported a position in Accolade Inc in Q2 2023 and held it in 3 quarters.
  • Gradient Investments's Accolade Inc position peaked at $1.04K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.