IAIM
ACCD

International Assets Investment Management’s Accolade Inc ACCD Stock Holding History

International Assets Investment Management’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
2024
Q1 		– Sell
-110,492
Closed -$9.2K – 839
2023
Q4 		$9.2K Buy
+110,492
New +$946K ﹤0.01% 729
2023
Q2 		– Sell
-13,800
Closed -$198K – 1203
2023
Q1 		$198K Sell
13,800
-4,900
-26% -$55.5K 0.03% 483
2022
Q4 		$146K Buy
+18,700
New +$179K 0.02% 665

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

International Assets Investment Management's ACCD Position: Q1 2024 in Review

International Assets Investment Management sold out of Accolade Inc (ACCD) in Q1 2024, closing a stake of 110,492 shares — an estimated $9.2K sold.

International Assets Investment Management first reported a position in ACCD in Q4 2022 and held it in 3 quarters. The position peaked at $198K in Q1 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q1 2024.

  • International Assets Investment Management reported no remaining Accolade Inc position as of Q1 2024 after selling out during the quarter.
  • International Assets Investment Management sold 110,492 Accolade Inc shares in Q1 2024, an estimated $9.2K.
  • International Assets Investment Management first reported a position in Accolade Inc in Q4 2022 and held it in 3 quarters.
  • International Assets Investment Management's Accolade Inc position peaked at $198K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2024.

Based on International Assets Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.