HF
ACCD

HRT Financial’s Accolade Inc ACCD Stock Holding History

HRT Financial’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
2023
Q3 		– Sell
-66,405
Closed -$894K – 3257
2023
Q2 		$894K Buy
66,405
+50,646
+321% +$658K 0.01% 1016
2023
Q1 		$226K Sell
15,759
-7,329
-32% -$83K ﹤0.01% 1874
2022
Q4 		$179K Buy
+23,088
New +$220K ﹤0.01% 1958
2022
Q3 		– Sell
-75,479
Closed -$558K – 3643
2022
Q2 		$558K Buy
+75,479
New +$660K 0.01% 1404
2022
Q1 		– Sell
-53,248
Closed -$1.4M – 4028
2021
Q4 		$1.4M Buy
+53,248
New +$1.74M 0.01% 880
2021
Q1 		– Sell
-17,731
Closed -$771K – 3247
2020
Q4 		$771K Buy
+17,731
New +$787K 0.02% 802

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

HRT Financial's ACCD Position: Q3 2023 in Review

HRT Financial sold out of Accolade Inc (ACCD) in Q3 2023, closing a stake of 66,405 shares — an estimated $894K sold.

HRT Financial first reported a position in ACCD in Q4 2020 and held it in 6 quarters. The position peaked at $1.4M in Q4 2021. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2023.

  • HRT Financial reported no remaining Accolade Inc position as of Q3 2023 after selling out during the quarter.
  • HRT Financial sold 66,405 Accolade Inc shares in Q3 2023, an estimated $894K.
  • HRT Financial first reported a position in Accolade Inc in Q4 2020 and held it in 6 quarters.
  • HRT Financial's Accolade Inc position peaked at $1.4M in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2023.

Based on HRT Financial's 13F filing for Q3 2023, filed 13 Nov 2023.