LPWM
ACH

Lake Point Wealth Management’s Accendra Health ACH Stock Holding History

Lake Point Wealth Management’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
2022
Q1 		– Sell
-10
Closed – – 465
2021
Q4 		$0 Buy
+10
New +$392 ﹤0.01% 471

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lake Point Wealth Management's ACH Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 10 shares.

Lake Point Wealth Management first reported a position in ACH in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • Lake Point Wealth Management reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • Lake Point Wealth Management sold 10 Accendra Health shares in Q1 2022.
  • Lake Point Wealth Management first reported a position in Accendra Health in Q4 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Accendra Health position peaked at $0 in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.