Tarbox Family Office’s Accendra Health ACH Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-108	Closed	-$5K	–	716
2022 Q1	$5K	Hold	108	–	–	﹤0.01%	542
2021 Q4	$5K	Hold	108	–	–	﹤0.01%	617
2021 Q3	$3K	Hold	108	–	–	﹤0.01%	824
2021 Q2	$5K	Hold	108	–	–	﹤0.01%	645
2021 Q1	$4K	Hold	108	–	–	﹤0.01%	662
2020 Q4	$3K	Hold	108	–	–	﹤0.01%	714
2020 Q3	$3K	Hold	108	–	–	﹤0.01%	645
2020 Q2	$1K	Hold	108	–	–	﹤0.01%	1023
2020 Q1	$1K	Buy	+108	New	+$652	﹤0.01%	941

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Tarbox Family Office sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 108 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in ACH in Q1 2020 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

Tarbox Family Office reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 108 Accendra Health shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Accendra Health in Q1 2020 and held it in 9 quarters.
Tarbox Family Office's Accendra Health position peaked at $5K in Q1 2022.
251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

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