SWM
ACH

Spire Wealth Management’s Accendra Health ACH Stock Holding History

Spire Wealth 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
2023
Q2 		– Sell
-48
Closed -$698 – 2488
2023
Q1 		$698 Sell
48
-474
-91% -$8.49K ﹤0.01% 2432
2022
Q4 		$10K Buy
+522
New +$10.2K ﹤0.01% 1614
2022
Q3 		– Sell
-133
Closed -$4K – 2479
2022
Q2 		$4K Buy
+133
New +$4.82K ﹤0.01% 2205

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Spire Wealth Management's ACH Position: Q2 2023 in Review

Spire Wealth Management sold out of Accendra Health (ACH) in Q2 2023, closing a stake of 48 shares — an estimated $698 sold.

Spire Wealth Management first reported a position in ACH in Q2 2022 and held it in 3 quarters. The position peaked at $10K in Q4 2022. 230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

  • Spire Wealth Management reported no remaining Accendra Health position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 48 Accendra Health shares in Q2 2023, an estimated $698.
  • Spire Wealth Management first reported a position in Accendra Health in Q2 2022 and held it in 3 quarters.
  • Spire Wealth Management's Accendra Health position peaked at $10K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.