PFS
ACH

Prospera Financial Services’s Accendra Health ACH Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-113
Closed -$5K – 2288
2022
Q1 		$5K Buy
+113
New +$4.85K ﹤0.01% 2273
2017
Q2 		– Sell
-6,392
Closed -$216K – 448
2017
Q1 		$216K Buy
+6,392
New +$228K 0.04% 329

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Prospera Financial Services's ACH Position: Q2 2022 in Review

Prospera Financial Services sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 113 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in ACH in Q1 2017 and held it in 2 quarters. The position peaked at $216K in Q1 2017. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Prospera Financial Services reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 113 Accendra Health shares in Q2 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in Accendra Health in Q1 2017 and held it in 2 quarters.
  • Prospera Financial Services's Accendra Health position peaked at $216K in Q1 2017.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.