SSG
ACH

Summit Securities Group’s Accendra Health ACH Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-2,554
Closed -$50K – 1151
2022
Q4 		$50K Buy
+2,554
New +$49.8K ﹤0.01% 715

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Summit Securities Group's ACH Position: Q1 2023 in Review

Summit Securities Group sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 2,554 shares — an estimated $50K sold.

Summit Securities Group first reported a position in ACH in Q4 2022 and held it in 1 quarter. The position peaked at $50K in Q4 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Summit Securities Group reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 2,554 Accendra Health shares in Q1 2023, an estimated $50K.
  • Summit Securities Group first reported a position in Accendra Health in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Accendra Health position peaked at $50K in Q4 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.