RTC
ACH

Riverview Trust Company’s Accendra Health ACH Stock Holding History

Riverview Trust Company’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
2024
Q3 		– Sell
-919
Closed -$12.4K – 849
2024
Q2 		$12.4K Hold
919
– – 0.01% 594
2024
Q1 		$25.5K Buy
+919
New +$20.4K 0.02% 393
2023
Q4 		– Sell
-919
Closed -$14.9K – 474
2023
Q3 		$14.9K Hold
919
– – 0.01% 542
2023
Q2 		$17.5K Buy
+919
New +$16.4K 0.02% 424

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Riverview Trust Company's ACH Position: Q3 2024 in Review

Riverview Trust Company sold out of Accendra Health (ACH) in Q3 2024, closing a stake of 919 shares — an estimated $12.4K sold.

Riverview Trust Company first reported a position in ACH in Q2 2023 and held it in 4 quarters. The position peaked at $25.5K in Q1 2024. 214 funds tracked by Wall St. Rank hold ACH as of Q3 2024.

  • Riverview Trust Company reported no remaining Accendra Health position as of Q3 2024 after selling out during the quarter.
  • Riverview Trust Company sold 919 Accendra Health shares in Q3 2024, an estimated $12.4K.
  • Riverview Trust Company first reported a position in Accendra Health in Q2 2023 and held it in 4 quarters.
  • Riverview Trust Company's Accendra Health position peaked at $25.5K in Q1 2024.
  • 214 funds tracked by Wall St. Rank held Accendra Health as of Q3 2024.

Based on Riverview Trust Company's 13F filing for Q3 2024, filed 18 Oct 2024.