RJA
ACCD

Raymond James & Associates’s Accolade Inc ACCD Stock Holding History

Raymond James & Associates’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
2022
Q3 		– Sell
-16,500
Closed -$4K – 4163
2022
Q2 		$4K Buy
16,500
+5,000
+43% +$43.7K ﹤0.01% 3989
2022
Q1 		$15K Buy
+11,500
New +$212K ﹤0.01% 4041

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

Raymond James & Associates's ACCD Position: Q3 2024 in Review

Raymond James & Associates increased its Accolade Inc (ACCD) stake by 3% in Q3 2024, buying an estimated $3.05K and bringing the position to 26,970 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

Raymond James & Associates first reported a position in ACCD in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.67M in Q2 2021. 150 funds tracked by Wall St. Rank hold ACCD as of Q3 2024.

  • Raymond James & Associates held 26,970 shares of Accolade Inc worth $104K as of Q3 2024.
  • Raymond James & Associates bought 778 Accolade Inc shares in Q3 2024, an estimated $3.05K.
  • Accolade Inc made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3777 holding.
  • Raymond James & Associates first reported a position in Accolade Inc in Q4 2020 and has held it in 13 quarters since.
  • Raymond James & Associates's Accolade Inc position peaked at $3.67M in Q2 2021.
  • 150 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.