LWCFA
ACH

Loring Wolcott & Coolidge Fiduciary Advisors’s Accendra Health ACH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q1 		– Sell
-73
Closed -$2K – 575
2020
Q4 		$2K Buy
+73
New +$1.88K ﹤0.01% 750

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ACH Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 73 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 73 Accendra Health shares in Q1 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Accendra Health in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Accendra Health position peaked at $2K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.