OPS
ACH

Orion Portfolio Solutions’s Accendra Health ACH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-355
Closed -$3K – 1537
2020
Q2 		$3K Hold
355
– – ﹤0.01% 1669
2020
Q1 		$3K Hold
355
– – ﹤0.01% 1478
2019
Q4 		$2K Buy
+355
New +$2.28K ﹤0.01% 1538

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Orion Portfolio Solutions's ACH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Accendra Health (ACH) in Q3 2020, closing a stake of 355 shares — an estimated $3K sold.

Orion Portfolio Solutions first reported a position in ACH in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 204 funds tracked by Wall St. Rank hold ACH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Accendra Health position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 355 Accendra Health shares in Q3 2020, an estimated $3K.
  • Orion Portfolio Solutions first reported a position in Accendra Health in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Accendra Health position peaked at $3K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held Accendra Health as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.