Tarbox Family Office’s Accolade Inc ACCD Stock Holding History

Tarbox Family Office’s Portfolio ACCD Stock Details ACCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-150	Closed	-$3K	–	1023
2022 Q1	$3K	Buy	+150	New	+$2.76K	﹤0.01%	743

Other funds holding ACCD

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AEPIP

AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

RSCM

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AEPI

AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Tarbox Family Office's ACCD Position: Q2 2022 in Review

Tarbox Family Office sold out of Accolade Inc (ACCD) in Q2 2022, closing a stake of 150 shares — an estimated $3K sold.

Tarbox Family Office first reported a position in ACCD in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 158 funds tracked by Wall St. Rank hold ACCD as of Q2 2022.

Tarbox Family Office reported no remaining Accolade Inc position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 150 Accolade Inc shares in Q2 2022, an estimated $3K.
Tarbox Family Office first reported a position in Accolade Inc in Q1 2022 and held it in 1 quarter.
Tarbox Family Office's Accolade Inc position peaked at $3K in Q1 2022.
158 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.