RJFSA
ACCD

Raymond James Financial Services Advisors’s Accolade Inc ACCD Stock Holding History

Raymond James Financial Services Advisors’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
Q2 		– Sell
-34,325
Closed -$603K – 3450
2022
Q1 		$603K Sell
34,325
-500
-1% -$9.2K ﹤0.01% 2269
2021
Q4 		$918K Buy
34,825
+503
+1% +$16.5K ﹤0.01% 2025
2021
Q3 		$1.45M Sell
34,322
-21
-0.1% -$987 ﹤0.01% 1697
2021
Q2 		$1.86M Sell
34,343
-219
-0.6% -$10.6K ﹤0.01% 1507
2021
Q1 		$1.57M Buy
+34,562
New +$1.66M ﹤0.01% 1545

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Raymond James Financial Services Advisors's ACCD Position: Q2 2022 in Review

Raymond James Financial Services Advisors sold out of Accolade Inc (ACCD) in Q2 2022, closing a stake of 34,325 shares — an estimated $603K sold.

Raymond James Financial Services Advisors first reported a position in ACCD in Q1 2021 and held it in 5 quarters. The position peaked at $1.86M in Q2 2021. 158 funds tracked by Wall St. Rank hold ACCD as of Q2 2022.

  • Raymond James Financial Services Advisors reported no remaining Accolade Inc position as of Q2 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 34,325 Accolade Inc shares in Q2 2022, an estimated $603K.
  • Raymond James Financial Services Advisors first reported a position in Accolade Inc in Q1 2021 and held it in 5 quarters.
  • Raymond James Financial Services Advisors's Accolade Inc position peaked at $1.86M in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.