MBM Wealth Consultants’s Accolade Inc ACCD Stock Holding History

MBM Wealth Consultants’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 Q1	–	Sell	-79	Closed	-$1K	–	347
2022 Q4	$1K	Buy	+79	New	+$754	﹤0.01%	346

Other funds holding ACCD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MBM Wealth Consultants's ACCD Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Accolade Inc (ACCD) in Q1 2023, closing a stake of 79 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in ACCD in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 151 funds tracked by Wall St. Rank hold ACCD as of Q1 2023.

MBM Wealth Consultants reported no remaining Accolade Inc position as of Q1 2023 after selling out during the quarter.
MBM Wealth Consultants sold 79 Accolade Inc shares in Q1 2023, an estimated $1K.
MBM Wealth Consultants first reported a position in Accolade Inc in Q4 2022 and held it in 1 quarter.
MBM Wealth Consultants's Accolade Inc position peaked at $1K in Q4 2022.
151 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.