Planned Solutions’s Accendra Health ACH Stock Holding History

Planned 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
2024 Q1	–	Sell	-1,000	Closed	-$19.3K	–	401
2023 Q4	$19.3K	Buy	+1,000	New	+$18.1K	0.01%	375

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's ACH Position: Q1 2024 in Review

Planned Solutions sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 1,000 shares — an estimated $19.3K sold.

Planned Solutions first reported a position in ACH in Q4 2023 and held it in 1 quarter. The position peaked at $19.3K in Q4 2023. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

Planned Solutions reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
Planned Solutions sold 1,000 Accendra Health shares in Q1 2024, an estimated $19.3K.
Planned Solutions first reported a position in Accendra Health in Q4 2023 and held it in 1 quarter.
Planned Solutions's Accendra Health position peaked at $19.3K in Q4 2023.
231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.