MCC
ACH

Money Concepts Capital’s Accendra Health ACH Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-416
Closed -$8.13K – 2102
2022
Q4 		$8.13K Buy
416
+47
+13% +$917 ﹤0.01% 2117
2022
Q3 		$9K Hold
369
– – ﹤0.01% 1077
2022
Q2 		$12K Sell
369
-47
-11% -$1.7K ﹤0.01% 995
2022
Q1 		$18K Buy
+416
New +$17.9K ﹤0.01% 1658

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Money Concepts Capital's ACH Position: Q1 2023 in Review

Money Concepts Capital sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 416 shares — an estimated $8.13K sold.

Money Concepts Capital first reported a position in ACH in Q1 2022 and held it in 4 quarters. The position peaked at $18K in Q1 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Money Concepts Capital reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 416 Accendra Health shares in Q1 2023, an estimated $8.13K.
  • Money Concepts Capital first reported a position in Accendra Health in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Accendra Health position peaked at $18K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.