Janney Montgomery Scott
ACH

Janney Montgomery Scott’s Accendra Health ACH Stock Holding History

Janney Montgomery Scott’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
2024
Q3 		– Sell
-10,836
Closed -$146K – 2800
2024
Q2 		$146K Sell
10,836
-2,080
-16% -$42.6K ﹤0.01% 2494
2024
Q1 		$358K Buy
+12,916
New +$287K ﹤0.01% 2220
2021
Q1 		– Sell
-30,336
Closed -$821K – 2334
2020
Q4 		$821K Sell
30,336
-255
-0.8% -$6.56K ﹤0.01% 1281
2020
Q3 		$768K Sell
30,591
-24,085
-44% -$351K ﹤0.01% 1210
2020
Q2 		$417K Buy
+54,676
New +$400K ﹤0.01% 1451
2019
Q3 		– Sell
-13,589
Closed -$43K – 2117
2019
Q2 		$43K Sell
13,589
-19,598
-59% -$66.8K ﹤0.01% 2021
2019
Q1 		$136K Sell
33,187
-5,439
-14% -$34.4K ﹤0.01% 1923
2018
Q4 		$245K Sell
38,626
-60,432
-61% -$627K ﹤0.01% 1664
2018
Q3 		$1.64M Buy
99,058
+11,040
+13% +$188K 0.01% 784
2018
Q2 		$1.47M Buy
88,018
+26,033
+42% +$421K 0.01% 795
2018
Q1 		$964K Buy
61,985
+6,962
+13% +$124K 0.01% 980
2017
Q4 		$1.04M Buy
55,023
+41,202
+298% +$914K 0.01% 927
2017
Q3 		$404K Buy
13,821
+3,196
+30% +$94.4K ﹤0.01% 1364
2017
Q2 		$342K Sell
10,625
-411
-4% -$13.5K ﹤0.01% 1373
2017
Q1 		$382K Sell
11,036
-1,396
-11% -$49.9K 0.01% 1293
2016
Q4 		$439K Buy
12,432
+2,711
+28% +$91.6K 0.01% 1138
2016
Q3 		$338K Sell
9,721
-23,007
-70% -$805K 0.01% 1132
2016
Q2 		$1.22M Buy
32,728
+17,046
+109% +$641K 0.03% 373
2016
Q1 		$634K Sell
15,682
-1,332
-8% -$49.6K 0.02% 678
2015
Q4 		$612K Sell
17,014
-10
-0.1% -$362 0.02% 719
2015
Q3 		$544K Buy
17,024
+5,559
+48% +$189K 0.02% 790
2015
Q2 		$390K Buy
+11,465
New +$386K 0.01% 1328
2014
Q4 		– Sell
-7,488
Closed -$245K – 2378
2014
Q3 		$245K Sell
7,488
-550
-7% -$18.7K 0.01% 1816
2014
Q2 		$273K Buy
+8,038
New +$275K 0.01% 1694

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
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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott's ACH Position: Q3 2024 in Review

Janney Montgomery Scott sold out of Accendra Health (ACH) in Q3 2024, closing a stake of 10,836 shares — an estimated $146K sold.

Janney Montgomery Scott first reported a position in ACH in Q2 2014 and held it in 24 quarters. The position peaked at $1.64M in Q3 2018. 214 funds tracked by Wall St. Rank hold ACH as of Q3 2024.

  • Janney Montgomery Scott reported no remaining Accendra Health position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,836 Accendra Health shares in Q3 2024, an estimated $146K.
  • Janney Montgomery Scott first reported a position in Accendra Health in Q2 2014 and held it in 24 quarters.
  • Janney Montgomery Scott's Accendra Health position peaked at $1.64M in Q3 2018.
  • 214 funds tracked by Wall St. Rank held Accendra Health as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.