KSWA
ACH

Kathleen S. Wright Associates’s Accendra Health ACH Stock Holding History

Kathleen S. Wright Associates’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
Q4 		– Sell
-919
Closed -$14.4K – 288
2024
Q3 		$14.4K Hold
919
– – 0.01% 232
2024
Q2 		$12.4K Hold
919
– – 0.01% 189
2024
Q1 		$25.5K Hold
919
– – 0.01% 157
2023
Q4 		$17.7K Sell
919
-12
-1% -$217 0.01% 147
2023
Q3 		$15K Hold
931
– – 0.01% 145
2023
Q2 		$17.7K Hold
931
– – 0.01% 125
2023
Q1 		$13.5K Hold
931
– – 0.01% 125
2022
Q4 		$18K Sell
931
-8
-0.9% -$156 0.01% 138
2022
Q3 		$23K Hold
939
– – 0.02% 125
2022
Q2 		$30K Buy
+939
New +$34K 0.03% 115

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kathleen S. Wright Associates's ACH Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 919 shares — an estimated $14.4K sold.

Kathleen S. Wright Associates first reported a position in ACH in Q2 2022 and held it in 10 quarters. The position peaked at $30K in Q2 2022. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 919 Accendra Health shares in Q4 2024, an estimated $14.4K.
  • Kathleen S. Wright Associates first reported a position in Accendra Health in Q2 2022 and held it in 10 quarters.
  • Kathleen S. Wright Associates's Accendra Health position peaked at $30K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.