Pathstone Family Office’s Accendra Health ACH Stock Holding History

Pathstone Family Office’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	-700	Closed	-$5K	–	940
2020 Q2	$5K	Buy	+700	New	+$5.12K	﹤0.01%	571

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pathstone Family Office's ACH Position: Q3 2020 in Review

Pathstone Family Office sold out of Accendra Health (ACH) in Q3 2020, closing a stake of 700 shares — an estimated $5K sold.

Pathstone Family Office first reported a position in ACH in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 203 funds tracked by Wall St. Rank hold ACH as of Q3 2020.

Pathstone Family Office reported no remaining Accendra Health position as of Q3 2020 after selling out during the quarter.
Pathstone Family Office sold 700 Accendra Health shares in Q3 2020, an estimated $5K.
Pathstone Family Office first reported a position in Accendra Health in Q2 2020 and held it in 1 quarter.
Pathstone Family Office's Accendra Health position peaked at $5K in Q2 2020.
203 funds tracked by Wall St. Rank held Accendra Health as of Q3 2020.

Based on Pathstone Family Office's 13F filing for Q3 2020, filed 12 Nov 2020.