HighTower Advisors’s Accendra Health ACH Stock Holding History

HighTower Advisors’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
2024 Q3	–	Sell	-10,784	Closed	-$146K	–	3902
2024 Q2	$146K	Sell	10,784 -715	-6%	-$14.6K	﹤0.01%	3117
2024 Q1	$320K	Buy	+11,499	New	+$255K	﹤0.01%	2628
2020 Q2	–	Sell	-16,795	Closed	-$151K	–	2507
2020 Q1	$151K	Buy	+16,795	New	+$101K	﹤0.01%	1865
2018 Q4	–	Sell	-66,051	Closed	-$1.09M	–	2321
2018 Q3	$1.09M	Sell	66,051 -609	-0.9%	-$10.4K	0.01%	1086
2018 Q2	$1.11M	Buy	66,660 +9,535	+17%	+$154K	0.01%	1070
2018 Q1	$892K	Buy	+57,125	New	+$1.02M	0.01%	1131
2017 Q4	–	Sell	-9,118	Closed	-$267K	–	2353
2017 Q3	$267K	Buy	9,118 +434	+5%	+$12.8K	﹤0.01%	1743
2017 Q2	$273K	Sell	8,684 -1,399	-14%	-$45.9K	﹤0.01%	1673
2017 Q1	$346K	Buy	+10,083	New	+$360K	﹤0.01%	1486

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighTower Advisors's ACH Position: Q3 2024 in Review

HighTower Advisors sold out of Accendra Health (ACH) in Q3 2024, closing a stake of 10,784 shares — an estimated $146K sold.

HighTower Advisors first reported a position in ACH in Q1 2017 and held it in 9 quarters. The position peaked at $1.11M in Q2 2018. 214 funds tracked by Wall St. Rank hold ACH as of Q3 2024.

HighTower Advisors reported no remaining Accendra Health position as of Q3 2024 after selling out during the quarter.
HighTower Advisors sold 10,784 Accendra Health shares in Q3 2024, an estimated $146K.
HighTower Advisors first reported a position in Accendra Health in Q1 2017 and held it in 9 quarters.
HighTower Advisors's Accendra Health position peaked at $1.11M in Q2 2018.
214 funds tracked by Wall St. Rank held Accendra Health as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.