PWMG
ACH

Private Wealth Management Group’s Accendra Health ACH Stock Holding History

Private Wealth Management Group’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
Q4 		– Sell
-29
Closed -$456 – 1553
2024
Q3 		$456 Hold
29
– – ﹤0.01% 1434
2024
Q2 		$392 Hold
29
– – ﹤0.01% 1476
2024
Q1 		$804 Hold
29
– – ﹤0.01% 1333
2023
Q4 		$559 Buy
+29
New +$525 ﹤0.01% 1441

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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Private Wealth Management Group's ACH Position: Q4 2024 in Review

Private Wealth Management Group sold out of Accendra Health (ACH) in Q4 2024, closing a stake of 29 shares — an estimated $456 sold.

Private Wealth Management Group first reported a position in ACH in Q4 2023 and held it in 4 quarters. The position peaked at $804 in Q1 2024. 198 funds tracked by Wall St. Rank hold ACH as of Q4 2024.

  • Private Wealth Management Group reported no remaining Accendra Health position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 29 Accendra Health shares in Q4 2024, an estimated $456.
  • Private Wealth Management Group first reported a position in Accendra Health in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Accendra Health position peaked at $804 in Q1 2024.
  • 198 funds tracked by Wall St. Rank held Accendra Health as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.