SIM
ACH

Sonora Investment Management’s Accendra Health ACH Stock Holding History

Sonora 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
2021
Q3 		– Sell
-1,450
Closed -$61K – 1104
2021
Q2 		$61K Buy
+1,450
New +$56.4K 0.01% 359
2018
Q4 		– Sell
-550
Closed -$9K – 1278
2018
Q3 		$9K Hold
550
– – ﹤0.01% 922
2018
Q2 		$9K Hold
550
– – ﹤0.01% 857
2018
Q1 		$8.55K Hold
550
– – ﹤0.01% 840
2017
Q4 		$10.4K Buy
+550
New +$12.2K ﹤0.01% 787

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Sonora Investment Management's ACH Position: Q3 2021 in Review

Sonora Investment Management sold out of Accendra Health (ACH) in Q3 2021, closing a stake of 1,450 shares — an estimated $61K sold.

Sonora Investment Management first reported a position in ACH in Q4 2017 and held it in 5 quarters. The position peaked at $61K in Q2 2021. 247 funds tracked by Wall St. Rank hold ACH as of Q3 2021.

  • Sonora Investment Management reported no remaining Accendra Health position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 1,450 Accendra Health shares in Q3 2021, an estimated $61K.
  • Sonora Investment Management first reported a position in Accendra Health in Q4 2017 and held it in 5 quarters.
  • Sonora Investment Management's Accendra Health position peaked at $61K in Q2 2021.
  • 247 funds tracked by Wall St. Rank held Accendra Health as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.