Silver Oak Securities’s Accendra Health ACH Stock Holding History

Silver Oak Securities’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	-11,110	Closed	-$214K	–	525
2023 Q4	$214K	Buy	+11,110	New	+$201K	0.03%	451

Other funds holding ACH

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Silver Oak Securities's ACH Position: Q1 2024 in Review

Silver Oak Securities sold out of Accendra Health (ACH) in Q1 2024, closing a stake of 11,110 shares — an estimated $214K sold.

Silver Oak Securities first reported a position in ACH in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 231 funds tracked by Wall St. Rank hold ACH as of Q1 2024.

Silver Oak Securities reported no remaining Accendra Health position as of Q1 2024 after selling out during the quarter.
Silver Oak Securities sold 11,110 Accendra Health shares in Q1 2024, an estimated $214K.
Silver Oak Securities first reported a position in Accendra Health in Q4 2023 and held it in 1 quarter.
Silver Oak Securities's Accendra Health position peaked at $214K in Q4 2023.
231 funds tracked by Wall St. Rank held Accendra Health as of Q1 2024.

Based on Silver Oak Securities's 13F filing for Q1 2024, filed 10 May 2024.