RIM
ACH

Rockbridge Investment Management’s Accendra Health ACH Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-118
Closed -$2.27K – 471
2023
Q4 		$2.27K Buy
+118
New +$2.14K ﹤0.01% 548
2022
Q3 		– Sell
-122
Closed -$3.84K – 446
2022
Q2 		$3.84K Hold
122
– – ﹤0.01% 488
2022
Q1 		$5.3K Hold
122
– – ﹤0.01% 616
2021
Q4 		$5K Hold
122
– – ﹤0.01% 661
2021
Q3 		$4K Hold
122
– – ﹤0.01% 626
2021
Q2 		$5K Hold
122
– – ﹤0.01% 610
2021
Q1 		$5K Hold
122
– – ﹤0.01% 581
2020
Q4 		$3K Hold
122
– – ﹤0.01% 612
2020
Q3 		$3K Buy
122
+4
+3% +$58 ﹤0.01% 569
2020
Q2 		$1K Buy
+118
New +$864 ﹤0.01% 600

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Rockbridge Investment Management's ACH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 118 shares — an estimated $2.27K sold.

Rockbridge Investment Management first reported a position in ACH in Q2 2020 and held it in 10 quarters. The position peaked at $5.3K in Q1 2022. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 118 Accendra Health shares in Q1 2024, an estimated $2.27K.
  • Rockbridge Investment Management first reported a position in Accendra Health in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Accendra Health position peaked at $5.3K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.