Taylor Hoffman Wealth Management’s Accendra Health ACH Stock Holding History

Taylor Hoffman 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
2022 Q2	–	Sell	-5,999	Closed	-$264K	–	138
2022 Q1	$264K	Hold	5,999	–	–	0.11%	118
2021 Q4	$261K	Buy	+5,999	New	+$235K	0.1%	118
2021 Q3	–	Sell	-5,999	Closed	-$254K	–	132
2021 Q2	$254K	Hold	5,999	–	–	0.11%	116
2021 Q1	$226K	Buy	+5,999	New	+$188K	0.1%	117
2020 Q3	–	Sell	-5,999	Closed	-$46K	–	285
2020 Q2	$46K	Buy	+5,999	New	+$43.9K	0.03%	202
2020 Q1	–	Sell	-13,592	Closed	-$70K	–	298
2019 Q4	$70K	Sell	13,592 -282	-2%	-$1.81K	0.05%	189
2019 Q3	$81K	Buy	13,874 +7,875	+131%	+$35.3K	0.06%	174
2019 Q2	$19K	Sell	5,999 -9,375	-61%	-$32K	0.02%	257
2019 Q1	$63K	Buy	15,374 +1,500	+11%	+$9.49K	0.05%	178
2018 Q4	$88K	Sell	13,874 -1,501	-10%	-$15.6K	0.08%	134
2018 Q3	$254K	Hold	15,375	–	–	0.2%	93
2018 Q2	$257K	Hold	15,375	–	–	0.22%	89
2018 Q1	$239K	Hold	15,375	–	–	0.22%	89
2017 Q4	$290K	Buy	+15,375	New	+$341K	0.28%	85

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Taylor Hoffman Wealth Management's ACH Position: Q2 2022 in Review

Taylor Hoffman Wealth Management sold out of Accendra Health (ACH) in Q2 2022, closing a stake of 5,999 shares — an estimated $264K sold.

Taylor Hoffman Wealth Management first reported a position in ACH in Q4 2017 and held it in 14 quarters. The position peaked at $290K in Q4 2017. 251 funds tracked by Wall St. Rank hold ACH as of Q2 2022.

Taylor Hoffman Wealth Management reported no remaining Accendra Health position as of Q2 2022 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 5,999 Accendra Health shares in Q2 2022, an estimated $264K.
Taylor Hoffman Wealth Management first reported a position in Accendra Health in Q4 2017 and held it in 14 quarters.
Taylor Hoffman Wealth Management's Accendra Health position peaked at $290K in Q4 2017.
251 funds tracked by Wall St. Rank held Accendra Health as of Q2 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.