MFG
ACH

Magnus Financial Group’s Accendra Health ACH Stock Holding History

Magnus Financial Group’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
2020
Q3 		– Sell
-13,178
Closed -$100K – 534
2020
Q2 		$100K Hold
13,178
– – 0.01% 652
2020
Q1 		$121K Hold
13,178
– – 0.02% 509
2019
Q4 		$68K Sell
13,178
-5,073
-28% -$32.6K 0.01% 583
2019
Q3 		$106K Buy
+18,251
New +$81.8K 0.02% 499
2019
Q1 		– Sell
-12,633
Closed -$80K – 531
2018
Q4 		$80K Buy
+12,633
New +$131K 0.02% 411

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Magnus Financial Group's ACH Position: Q3 2020 in Review

Magnus Financial Group sold out of Accendra Health (ACH) in Q3 2020, closing a stake of 13,178 shares — an estimated $100K sold.

Magnus Financial Group first reported a position in ACH in Q4 2018 and held it in 5 quarters. The position peaked at $121K in Q1 2020. 204 funds tracked by Wall St. Rank hold ACH as of Q3 2020.

  • Magnus Financial Group reported no remaining Accendra Health position as of Q3 2020 after selling out during the quarter.
  • Magnus Financial Group sold 13,178 Accendra Health shares in Q3 2020, an estimated $100K.
  • Magnus Financial Group first reported a position in Accendra Health in Q4 2018 and held it in 5 quarters.
  • Magnus Financial Group's Accendra Health position peaked at $121K in Q1 2020.
  • 204 funds tracked by Wall St. Rank held Accendra Health as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.