SWA
ACH

Sutton Wealth Advisors’s Accendra Health ACH Stock Holding History

Sutton Wealth Advisors’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
-2,105
Closed -$41.1K – 1324
2022
Q4 		$41.1K Buy
2,105
+19
+0.9% +$371 0.02% 446
2022
Q3 		$50.3K Sell
2,086
-16
-0.8% -$493 0.02% 377
2022
Q2 		$66.1K Buy
2,102
+9
+0.4% +$326 0.03% 315
2022
Q1 		$92.1K Sell
2,093
-10
-0.5% -$429 0.03% 264
2021
Q4 		$91.5K Buy
2,103
+17
+0.8% +$666 0.03% 279
2021
Q3 		$65.3K Sell
2,086
-19
-0.9% -$748 0.02% 332
2021
Q2 		$89.1K Sell
2,105
-149
-7% -$5.8K 0.03% 269
2021
Q1 		$84.7K Hold
2,254
– – 0.03% 265
2020
Q4 		$61K Sell
2,254
-2
-0.1% -$51 0.03% 308
2020
Q3 		$56.6K Hold
2,256
– – 0.03% 282
2020
Q2 		$17.2K Hold
2,256
– – 0.01% 582
2020
Q1 		$20.6K Hold
2,256
– – 0.01% 471
2019
Q4 		$11.7K Hold
2,256
– – 0.01% 773
2019
Q3 		$13.1K Buy
+2,256
New +$10.1K 0.01% 714
2019
Q1 		– Sell
-1,062
Closed -$6.72K – 1205
2018
Q4 		$6.72K Sell
1,062
-148
-12% -$1.54K ﹤0.01% 830
2018
Q3 		$20K Hold
1,210
– – 0.01% 584
2018
Q2 		$20.2K Hold
1,210
– – 0.01% 586
2018
Q1 		$18.8K Buy
+1,210
New +$21.6K 0.01% 594

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

Sutton Wealth Advisors's ACH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Accendra Health (ACH) in Q1 2023, closing a stake of 2,105 shares — an estimated $41.1K sold.

Sutton Wealth Advisors first reported a position in ACH in Q1 2018 and held it in 18 quarters. The position peaked at $92.1K in Q1 2022. 218 funds tracked by Wall St. Rank hold ACH as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Accendra Health position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,105 Accendra Health shares in Q1 2023, an estimated $41.1K.
  • Sutton Wealth Advisors first reported a position in Accendra Health in Q1 2018 and held it in 18 quarters.
  • Sutton Wealth Advisors's Accendra Health position peaked at $92.1K in Q1 2022.
  • 218 funds tracked by Wall St. Rank held Accendra Health as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.