IFAM
ACH

Institutional & Family Asset Management’s Accendra Health ACH Stock Holding History

Institutional & Family Asset 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
2022
Q4 		– Sell
-21
Closed -$1K – 764
2022
Q3 		$1K Hold
21
– – ﹤0.01% 660
2022
Q2 		$1K Hold
21
– – ﹤0.01% 676
2022
Q1 		$1K Sell
21
-1
-5% -$43 ﹤0.01% 713
2021
Q4 		$1K Hold
22
– – ﹤0.01% 744
2021
Q3 		$1K Sell
22
-883
-98% -$34.8K ﹤0.01% 861
2021
Q2 		$38K Buy
905
+882
+3,835% +$34.3K 0.01% 380
2021
Q1 		$1K Buy
+23
New +$719 ﹤0.01% 886

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's ACH Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in ACH in Q1 2021 and held it in 7 quarters. The position peaked at $38K in Q2 2021. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 21 Accendra Health shares in Q4 2022, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Accendra Health in Q1 2021 and held it in 7 quarters.
  • Institutional & Family Asset Management's Accendra Health position peaked at $38K in Q2 2021.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.