NCFG
ACH

New Century Financial Group’s Accendra Health ACH Stock Holding History

New Century 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
2024
Q1 		– Sell
-49,673
Closed -$957K – 196
2023
Q4 		$957K Buy
+49,673
New +$900K 0.83% 33

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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 $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New Century Financial Group's ACH Position: Q1 2024 in Review

New Century Financial Group sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 49,673 shares — an estimated $957K sold.

New Century Financial Group first reported a position in ACH in Q4 2023 and held it in 1 quarter. The position peaked at $957K in Q4 2023. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • New Century Financial Group reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • New Century Financial Group sold 49,673 Accendra Health shares in Q1 2024, an estimated $957K.
  • New Century Financial Group first reported a position in Accendra Health in Q4 2023 and held it in 1 quarter.
  • New Century Financial Group's Accendra Health position peaked at $957K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on New Century Financial Group's 13F filing for Q1 2024, filed 19 Apr 2024.