TWA
ACCD

TCI Wealth Advisors’s Accolade Inc ACCD Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-547
Closed -$7.87K – 2346
2023
Q1 		$7.87K Hold
547
– – ﹤0.01% 1230
2022
Q4 		$4.26K Hold
547
– – ﹤0.01% 1632
2022
Q3 		$6K Hold
547
– – ﹤0.01% 1395
2022
Q2 		$4K Buy
547
+148
+37% +$1.29K ﹤0.01% 1725
2022
Q1 		$7K Buy
399
+233
+140% +$4.29K ﹤0.01% 1367
2021
Q4 		$4K Buy
166
+56
+51% +$1.83K ﹤0.01% 1932
2021
Q3 		$5K Buy
110
+34
+45% +$1.6K ﹤0.01% 1672
2021
Q2 		$4K Buy
+76
New +$3.69K ﹤0.01% 1658

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's ACCD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Accolade Inc (ACCD) in Q2 2023, closing a stake of 547 shares — an estimated $7.87K sold.

TCI Wealth Advisors first reported a position in ACCD in Q2 2021 and held it in 8 quarters. The position peaked at $7.87K in Q1 2023. 156 funds tracked by Wall St. Rank hold ACCD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Accolade Inc position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 547 Accolade Inc shares in Q2 2023, an estimated $7.87K.
  • TCI Wealth Advisors first reported a position in Accolade Inc in Q2 2021 and held it in 8 quarters.
  • TCI Wealth Advisors's Accolade Inc position peaked at $7.87K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.