Ropes Wealth Advisors’s Accendra Health ACH Stock Holding History

Ropes 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
2020 Q4	–	Sell	-104	Closed	-$3K	–	890
2020 Q3	$3K	Buy	+104	New	+$1.52K	﹤0.01%	576

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ropes Wealth Advisors's ACH Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Accendra Health (ACH) in Q4 2020, closing a stake of 104 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in ACH in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 232 funds tracked by Wall St. Rank hold ACH as of Q4 2020.

Ropes Wealth Advisors reported no remaining Accendra Health position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 104 Accendra Health shares in Q4 2020, an estimated $3K.
Ropes Wealth Advisors first reported a position in Accendra Health in Q3 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Accendra Health position peaked at $3K in Q3 2020.
232 funds tracked by Wall St. Rank held Accendra Health as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.