LWANC
ACH

Laurel Wealth Advisors (North Carolina)’s Accendra Health ACH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-68
Closed -$3K – 678
2022
Q1 		$3K Hold
68
– – ﹤0.01% 552
2021
Q4 		$3K Hold
68
– – ﹤0.01% 545
2021
Q3 		$2K Hold
68
– – ﹤0.01% 603
2021
Q2 		$3K Buy
+68
New +$2.65K ﹤0.01% 623

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Laurel Wealth Advisors (North Carolina)'s ACH Position: Q2 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 68 shares — an estimated $3K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ACH in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 68 Accendra Health shares in Q2 2022, an estimated $3K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Accendra Health in Q2 2021 and held it in 4 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Accendra Health position peaked at $3K in Q1 2022.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2022, filed 12 Aug 2022.