NFSG
ACCD

Newbridge Financial Services Group’s Accolade Inc ACCD Stock Holding History

Newbridge Financial Services 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
-27
Closed -$286 – 1349
2023
Q3 		$286 Hold
27
– – ﹤0.01% 1228
2023
Q2 		$364 Hold
27
– – ﹤0.01% 1269
2023
Q1 		$388 Hold
27
– – ﹤0.01% 1333
2022
Q4 		$210 Hold
27
– – ﹤0.01% 1384
2022
Q3 		$0 Sell
27
-83
-75% -$905 ﹤0.01% 1499
2022
Q2 		$1K Hold
110
– – ﹤0.01% 1320
2022
Q1 		$2K Hold
110
– – ﹤0.01% 1341
2021
Q4 		$3K Hold
110
– – ﹤0.01% 1198
2021
Q3 		$5K Hold
110
– – ﹤0.01% 1030
2021
Q2 		$6K Hold
110
– – ﹤0.01% 1101
2021
Q1 		$5K Buy
+110
New +$5.29K ﹤0.01% 1049

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

Newbridge Financial Services Group's ACCD Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Accolade Inc (ACCD) in Q4 2023, closing a stake of 27 shares — an estimated $286 sold.

Newbridge Financial Services Group first reported a position in ACCD in Q1 2021 and held it in 11 quarters. The position peaked at $6K in Q2 2021. 141 funds tracked by Wall St. Rank hold ACCD as of Q4 2023.

  • Newbridge Financial Services Group reported no remaining Accolade Inc position as of Q4 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 27 Accolade Inc shares in Q4 2023, an estimated $286.
  • Newbridge Financial Services Group first reported a position in Accolade Inc in Q1 2021 and held it in 11 quarters.
  • Newbridge Financial Services Group's Accolade Inc position peaked at $6K in Q2 2021.
  • 141 funds tracked by Wall St. Rank held Accolade Inc as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.