JIC
ACCD

Joel Isaacson & Co’s Accolade Inc ACCD Stock Holding History

Joel Isaacson & Co’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
2021
Q4 		– Sell
-5,004
Closed -$211K – 319
2021
Q3 		$211K Hold
5,004
– – 0.02% 291
2021
Q2 		$272K Buy
+5,004
New +$243K 0.02% 246

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Joel Isaacson & Co's ACCD Position: Q4 2021 in Review

Joel Isaacson & Co sold out of Accolade Inc (ACCD) in Q4 2021, closing a stake of 5,004 shares — an estimated $211K sold.

Joel Isaacson & Co first reported a position in ACCD in Q2 2021 and held it in 2 quarters. The position peaked at $272K in Q2 2021. 159 funds tracked by Wall St. Rank hold ACCD as of Q4 2021.

  • Joel Isaacson & Co reported no remaining Accolade Inc position as of Q4 2021 after selling out during the quarter.
  • Joel Isaacson & Co sold 5,004 Accolade Inc shares in Q4 2021, an estimated $211K.
  • Joel Isaacson & Co first reported a position in Accolade Inc in Q2 2021 and held it in 2 quarters.
  • Joel Isaacson & Co's Accolade Inc position peaked at $272K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2021.

Based on Joel Isaacson & Co's 13F filing for Q4 2021, filed 19 Jan 2022.