PWPS
ACCD

Pinnacle Wealth Planning Services’s Accolade Inc ACCD Stock Holding History

Pinnacle Wealth Planning Services’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
2024
Q3 		– Sell
-13,259
Closed -$47.5K – 565
2024
Q2 		$47.5K Hold
13,259
– – 0.01% 505
2024
Q1 		$139K Hold
13,259
– – 0.02% 461
2023
Q4 		$159K Sell
13,259
-66
-0.5% -$565 0.03% 427
2023
Q3 		$141K Hold
13,325
– – 0.02% 387
2023
Q2 		$179K Hold
13,325
– – 0.03% 395
2023
Q1 		$192K Hold
13,325
– – 0.03% 408
2022
Q4 		$104K Sell
13,325
-26
-0.2% -$248 0.02% 397
2022
Q3 		$152K Hold
13,351
– – 0.03% 344
2022
Q2 		$99K Buy
+13,351
New +$117K 0.02% 378

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's ACCD Position: Q3 2024 in Review

Pinnacle Wealth Planning Services sold out of Accolade Inc (ACCD) in Q3 2024, closing a stake of 13,259 shares — an estimated $47.5K sold.

Pinnacle Wealth Planning Services first reported a position in ACCD in Q2 2022 and held it in 9 quarters. The position peaked at $192K in Q1 2023. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2024.

  • Pinnacle Wealth Planning Services reported no remaining Accolade Inc position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 13,259 Accolade Inc shares in Q3 2024, an estimated $47.5K.
  • Pinnacle Wealth Planning Services first reported a position in Accolade Inc in Q2 2022 and held it in 9 quarters.
  • Pinnacle Wealth Planning Services's Accolade Inc position peaked at $192K in Q1 2023.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2024, filed 13 Nov 2024.