IAG
ACH

Investmark Advisory Group’s Accendra Health ACH Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-396
Closed -$17K – 283
2021
Q4 		$17K Buy
+396
New +$15.5K 0.02% 234

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Investmark Advisory Group's ACH Position: Q1 2022 in Review

Investmark Advisory Group sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 396 shares — an estimated $17K sold.

Investmark Advisory Group first reported a position in ACH in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • Investmark Advisory Group reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 396 Accendra Health shares in Q1 2022, an estimated $17K.
  • Investmark Advisory Group first reported a position in Accendra Health in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Accendra Health position peaked at $17K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.