JSW
ACCD

Journey Strategic Wealth’s Accolade Inc ACCD Stock Holding History

Journey Strategic Wealth’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
2022
Q4 		– Sell
-25,919
Closed -$296K – 258
2022
Q3 		$296K Buy
25,919
+17
+0.1% +$185 0.04% 106
2022
Q2 		$192K Hold
25,902
– – 0.03% 107
2022
Q1 		$455K Hold
25,902
– – 0.05% 61
2021
Q4 		$683K Buy
+25,902
New +$849K 0.07% 52

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
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
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Journey Strategic Wealth's ACCD Position: Q4 2022 in Review

Journey Strategic Wealth sold out of Accolade Inc (ACCD) in Q4 2022, closing a stake of 25,919 shares — an estimated $296K sold.

Journey Strategic Wealth first reported a position in ACCD in Q4 2021 and held it in 4 quarters. The position peaked at $683K in Q4 2021. 150 funds tracked by Wall St. Rank hold ACCD as of Q4 2022.

  • Journey Strategic Wealth reported no remaining Accolade Inc position as of Q4 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 25,919 Accolade Inc shares in Q4 2022, an estimated $296K.
  • Journey Strategic Wealth first reported a position in Accolade Inc in Q4 2021 and held it in 4 quarters.
  • Journey Strategic Wealth's Accolade Inc position peaked at $683K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2022.

Based on Journey Strategic Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.