M1FG
ACCD

Mach-1 Financial Group’s Accolade Inc ACCD Stock Holding History

Mach-1 Financial Group’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-37,684
Closed -$399K – 284
2023
Q3 		$399K Buy
+37,684
New +$494K 0.17% 161

Other funds holding ACCD

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Mach-1 Financial Group's ACCD Position: Q4 2023 in Review

Mach-1 Financial Group sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 37,684 shares — an estimated $399K sold.

Mach-1 Financial Group first reported a position in ACCD in Q3 2023 and held it in 1 quarter. The position peaked at $399K in Q3 2023. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Mach-1 Financial Group reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 37,684 Accolade Inc shares in Q4 2023, an estimated $399K.
  • Mach-1 Financial Group first reported a position in Accolade Inc in Q3 2023 and held it in 1 quarter.
  • Mach-1 Financial Group's Accolade Inc position peaked at $399K in Q3 2023.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.