JWA
ACH

JFS Wealth Advisors’s Accendra Health ACH Stock Holding History

JFS Wealth Advisors’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
-37
Closed -$500 – 2004
2024
Q2 		$500 Sell
37
-1
-3% -$20 ﹤0.01% 1805
2024
Q1 		$1.05K Buy
38
+1
+3% +$22 ﹤0.01% 1646
2023
Q4 		$713 Sell
37
-17
-31% -$308 ﹤0.01% 1726
2023
Q3 		$873 Buy
54
+13
+32% +$231 ﹤0.01% 1627
2023
Q2 		$781 Buy
41
+35
+583% +$624 ﹤0.01% 1669
2023
Q1 		$88 Sell
6
-32
-84% -$573 ﹤0.01% 1897
2022
Q4 		$742 Buy
+38
New +$741 ﹤0.01% 1666
2022
Q3 		– Sell
-46
Closed -$1K – 1868
2022
Q2 		$1K Buy
46
+2
+5% +$72 ﹤0.01% 1603
2022
Q1 		$2K Buy
44
+28
+175% +$1.2K ﹤0.01% 1467
2021
Q4 		$1K Buy
+16
New +$627 ﹤0.01% 1491

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

JFS Wealth Advisors's ACH Position: Q3 2024 in Review

JFS Wealth Advisors sold out of Accendra Health (ACH) in Q3 2024, closing a stake of 37 shares — an estimated $500 sold.

JFS Wealth Advisors first reported a position in ACH in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 214 funds tracked by Wall St. Rank hold ACH as of Q3 2024.

  • JFS Wealth Advisors reported no remaining Accendra Health position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 37 Accendra Health shares in Q3 2024, an estimated $500.
  • JFS Wealth Advisors first reported a position in Accendra Health in Q4 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's Accendra Health position peaked at $2K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held Accendra Health as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.