SW
ACCS

SkyOak Wealth’s ACCESS Newswire ACCS Stock Holding History

SkyOak Wealth’s Portfolio ACCS Stock Details ACCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,966
Closed -$121K – 254
2020
Q2 		$121K Hold
11,966
– – 0.04% 229
2020
Q1 		$106K Hold
11,966
– – 0.05% 199
2019
Q4 		$140K Buy
+11,966
New +$133K 0.04% 300

Other funds holding ACCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

SkyOak Wealth's ACCS Position: Q3 2020 in Review

SkyOak Wealth sold out of ACCESS Newswire (ACCS) in Q3 2020, closing a stake of 11,966 shares — an estimated $121K sold.

SkyOak Wealth first reported a position in ACCS in Q4 2019 and held it in 3 quarters. The position peaked at $140K in Q4 2019. 20 funds tracked by Wall St. Rank hold ACCS as of Q3 2020.

  • SkyOak Wealth reported no remaining ACCESS Newswire position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 11,966 ACCESS Newswire shares in Q3 2020, an estimated $121K.
  • SkyOak Wealth first reported a position in ACCESS Newswire in Q4 2019 and held it in 3 quarters.
  • SkyOak Wealth's ACCESS Newswire position peaked at $140K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held ACCESS Newswire as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.