JWM
ACCD

JFG Wealth Management’s Accolade Inc ACCD Stock Holding History

JFG Wealth 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
Q3 		– Sell
-854,162
Closed -$3.06M – 76
2024
Q2 		$3.06M Hold
854,162
– – 0.87% 12
2024
Q1 		$8.95M Buy
854,162
+383,162
+81% +$4.36M 2.4% 7
2023
Q4 		$5.66M Buy
+471,000
New +$4.03M 1.62% 8

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JFG Wealth Management's ACCD Position: Q3 2024 in Review

JFG Wealth Management sold out of Accolade Inc (ACCD) in Q3 2024, closing a stake of 854,162 shares — an estimated $3.06M sold.

JFG Wealth Management first reported a position in ACCD in Q4 2023 and held it in 3 quarters. The position peaked at $8.95M in Q1 2024. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2024.

  • JFG Wealth Management reported no remaining Accolade Inc position as of Q3 2024 after selling out during the quarter.
  • JFG Wealth Management sold 854,162 Accolade Inc shares in Q3 2024, an estimated $3.06M.
  • JFG Wealth Management first reported a position in Accolade Inc in Q4 2023 and held it in 3 quarters.
  • JFG Wealth Management's Accolade Inc position peaked at $8.95M in Q1 2024.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2024.

Based on JFG Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.