LIA
ACH

LBMC Investment Advisors’s Accendra Health ACH Stock Holding History

LBMC Investment Advisors’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
-39,960
Closed -$1.74M – 167
2021
Q4 		$1.74M Buy
39,960
+29,960
+300% +$1.17M 0.15% 45
2021
Q3 		$1.25K Sell
10,000
-29,960
-75% -$1.18M 0.12% 50
2021
Q2 		$1.69M Sell
39,960
-52,000
-57% -$2.02M 0.16% 47
2021
Q1 		$3.46M Buy
+91,960
New +$2.88M 0.36% 30

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
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 $2.9T AUM 29.55% 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

LBMC Investment Advisors's ACH Position: Q1 2022 in Review

LBMC Investment Advisors sold out of Accendra Health (ACH) in Q1 2022, closing a stake of 39,960 shares — an estimated $1.74M sold.

LBMC Investment Advisors first reported a position in ACH in Q1 2021 and held it in 4 quarters. The position peaked at $3.46M in Q1 2021. 266 funds tracked by Wall St. Rank hold ACH as of Q1 2022.

  • LBMC Investment Advisors reported no remaining Accendra Health position as of Q1 2022 after selling out during the quarter.
  • LBMC Investment Advisors sold 39,960 Accendra Health shares in Q1 2022, an estimated $1.74M.
  • LBMC Investment Advisors first reported a position in Accendra Health in Q1 2021 and held it in 4 quarters.
  • LBMC Investment Advisors's Accendra Health position peaked at $3.46M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Accendra Health as of Q1 2022.

Based on LBMC Investment Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.