RWM
ACH

Ritholtz Wealth Management’s Accendra Health ACH Stock Holding History

Ritholtz Wealth Management’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
-5,171
Closed -$228K – 586
2022
Q1 		$228K Sell
5,171
-290
-5% -$12.5K 0.02% 478
2021
Q4 		$238K Sell
5,461
-1,035
-16% -$40.6K 0.01% 461
2021
Q3 		$203K Sell
6,496
-2,986
-31% -$118K 0.01% 466
2021
Q2 		$401K Buy
9,482
+2,212
+30% +$86.1K 0.03% 304
2021
Q1 		$273K Buy
+7,270
New +$227K 0.02% 332

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

Ritholtz Wealth Management's ACH Position: Q2 2022 in Review

Ritholtz Wealth Management sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 5,171 shares — an estimated $228K sold.

Ritholtz Wealth Management first reported a position in ACH in Q1 2021 and held it in 5 quarters. The position peaked at $401K in Q2 2021. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

  • Ritholtz Wealth Management reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 5,171 Accendra Health shares in Q2 2022, an estimated $228K.
  • Ritholtz Wealth Management first reported a position in Accendra Health in Q1 2021 and held it in 5 quarters.
  • Ritholtz Wealth Management's Accendra Health position peaked at $401K in Q2 2021.
  • 251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Ritholtz Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.