NewEdge Advisors’s Accolade Inc ACCD Stock Holding History

NewEdge Advisors’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	-731	Closed	-$5.69K	–	4223
2022 Q4	$5.69K	Buy	+731	New	+$6.98K	﹤0.01%	2546

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

NewEdge Advisors's ACCD Position: Q1 2023 in Review

NewEdge Advisors sold out of Accolade Inc (ACCD) in Q1 2023, closing a stake of 731 shares — an estimated $5.69K sold.

NewEdge Advisors first reported a position in ACCD in Q4 2022 and held it in 1 quarter. The position peaked at $5.69K in Q4 2022. 151 funds tracked by Wall St. Rank hold ACCD as of Q1 2023.

NewEdge Advisors reported no remaining Accolade Inc position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 731 Accolade Inc shares in Q1 2023, an estimated $5.69K.
NewEdge Advisors first reported a position in Accolade Inc in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Accolade Inc position peaked at $5.69K in Q4 2022.
151 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.