PFA
ACH

Petra Financial Advisors’s Accendra Health ACH Stock Holding History

Petra Financial Advisors’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
2023
Q3 		– Sell
-21,912
Closed -$417K – 130
2023
Q2 		$417K Buy
+21,912
New +$391K 0.37% 76

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Petra Financial Advisors's ACH Position: Q3 2023 in Review

Petra Financial Advisors sold out of Accendra Health (ACH) in Q3 2023, closing a stake of 21,912 shares — an estimated $417K sold.

Petra Financial Advisors first reported a position in ACH in Q2 2023 and held it in 1 quarter. The position peaked at $417K in Q2 2023. 211 funds tracked by Wall St. Rank hold ACH as of Q3 2023.

  • Petra Financial Advisors reported no remaining Accendra Health position as of Q3 2023 after selling out during the quarter.
  • Petra Financial Advisors sold 21,912 Accendra Health shares in Q3 2023, an estimated $417K.
  • Petra Financial Advisors first reported a position in Accendra Health in Q2 2023 and held it in 1 quarter.
  • Petra Financial Advisors's Accendra Health position peaked at $417K in Q2 2023.
  • 211 funds tracked by Wall St. Rank held Accendra Health as of Q3 2023.

Based on Petra Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.