HR
ACCD

Howe & Rusling’s Accolade Inc ACCD Stock Holding History

Howe & Rusling’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
2022
Q2 		– Sell
-18
Closed – – 1181
2022
Q1 		$0 Sell
18
-5
-22% -$92 ﹤0.01% 1094
2021
Q4 		$1K Hold
23
– – ﹤0.01% 970
2021
Q3 		$1K Buy
23
+6
+35% +$282 ﹤0.01% 953
2021
Q2 		$1K Hold
17
– – ﹤0.01% 920
2021
Q1 		$1K Sell
17
-2
-11% -$96 ﹤0.01% 925
2020
Q4 		$1K Buy
+19
New +$844 ﹤0.01% 911

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Howe & Rusling's ACCD Position: Q2 2022 in Review

Howe & Rusling sold out of Accolade Inc (ACCD) in Q2 2022, closing a stake of 18 shares.

Howe & Rusling first reported a position in ACCD in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q4 2021. 158 funds tracked by Wall St. Rank hold ACCD as of Q2 2022.

  • Howe & Rusling reported no remaining Accolade Inc position as of Q2 2022 after selling out during the quarter.
  • Howe & Rusling sold 18 Accolade Inc shares in Q2 2022.
  • Howe & Rusling first reported a position in Accolade Inc in Q4 2020 and held it in 6 quarters.
  • Howe & Rusling's Accolade Inc position peaked at $1K in Q4 2021.
  • 158 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2022.

Based on Howe & Rusling's 13F filing for Q2 2022, filed 15 Aug 2022.