Graves Light Lenhart Wealth’s Accendra Health ACH Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-937	Closed	-$29K	–	449
2022 Q2	$29K	Hold	937	–	–	﹤0.01%	368
2022 Q1	$41K	Hold	937	–	–	0.01%	373
2021 Q4	$41K	Hold	937	–	–	0.01%	427
2021 Q3	$29K	Hold	937	–	–	﹤0.01%	449
2021 Q2	$40K	Hold	937	–	–	0.01%	413
2021 Q1	$35K	Hold	937	–	–	0.01%	423
2020 Q4	$25K	Buy	+937	New	+$24.1K	﹤0.01%	450

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Graves Light Lenhart Wealth's ACH Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Accendra Health (ACH) in Q3 2022, closing a stake of 937 shares — an estimated $29K sold.

Graves Light Lenhart Wealth first reported a position in ACH in Q4 2020 and held it in 7 quarters. The position peaked at $41K in Q1 2022. 227 funds tracked by Wall St. Rank hold ACH as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Accendra Health position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 937 Accendra Health shares in Q3 2022, an estimated $29K.
Graves Light Lenhart Wealth first reported a position in Accendra Health in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Accendra Health position peaked at $41K in Q1 2022.
227 funds tracked by Wall St. Rank held Accendra Health as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.