PWM
ACH

Perigon Wealth Management’s Accendra Health ACH Stock Holding History

Perigon Wealth Management’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
2021
Q1 		– Sell
-2,000
Closed -$54K – 864
2020
Q4 		$54K Buy
+2,000
New +$51.4K 0.01% 727

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Perigon Wealth Management's ACH Position: Q1 2021 in Review

Perigon Wealth Management sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 2,000 shares — an estimated $54K sold.

Perigon Wealth Management first reported a position in ACH in Q4 2020 and held it in 1 quarter. The position peaked at $54K in Q4 2020. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • Perigon Wealth Management reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,000 Accendra Health shares in Q1 2021, an estimated $54K.
  • Perigon Wealth Management first reported a position in Accendra Health in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Accendra Health position peaked at $54K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.