RPWA
ACH

Regent Peak Wealth Advisors’s Accendra Health ACH Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-94
Closed -$3K – 719
2020
Q4 		$3K Buy
+94
New +$2.42K ﹤0.01% 760

Other funds holding ACH

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Regent Peak Wealth Advisors's ACH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Accendra Health (ACH) in Q1 2021, closing a stake of 94 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in ACH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 253 funds tracked by Wall St. Rank hold ACH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Accendra Health position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 94 Accendra Health shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Accendra Health in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Accendra Health position peaked at $3K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Accendra Health as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.