HGWM
ACH

Harvest Group Wealth Management’s Accendra Health ACH Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-11
Closed – – 498
2020
Q4 		$0 Buy
+11
New +$283 ﹤0.01% 800
2019
Q3 		– Sell
-339
Closed -$1K – 1098
2019
Q2 		$1K Buy
+339
New +$1.16K ﹤0.01% 776

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Harvest Group Wealth Management's ACH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 11 shares.

Harvest Group Wealth Management first reported a position in ACH in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 11 Accendra Health shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Accendra Health in Q2 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Accendra Health position peaked at $1K in Q2 2019.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.