TCI Wealth Advisors’s Accendra Health ACH Stock Holding History

TCI 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 Q2	–	Sell	-159	Closed	-$2.31K	–	1580
2023 Q1	$2.31K	Sell	159 -1	-0.6%	-$18	﹤0.01%	1932
2022 Q4	$3.13K	Sell	160 -114	-42%	-$2.22K	﹤0.01%	1841
2022 Q3	$7K	Sell	274 -175	-39%	-$5.39K	﹤0.01%	1275
2022 Q2	$14K	Sell	449 -20	-4%	-$724	﹤0.01%	812
2022 Q1	$21K	Hold	469	–	–	﹤0.01%	682
2021 Q4	$20K	Buy	469 +65	+16%	+$2.55K	﹤0.01%	718
2021 Q3	$13K	Buy	404 +83	+26%	+$3.27K	﹤0.01%	927
2021 Q2	$14K	Buy	321 +33	+11%	+$1.28K	﹤0.01%	754
2021 Q1	$11K	Buy	288 +131	+83%	+$4.1K	﹤0.01%	817
2020 Q4	$4K	Hold	157	–	–	﹤0.01%	995
2020 Q3	$4K	Hold	157	–	–	﹤0.01%	871
2020 Q2	$1K	Hold	157	–	–	﹤0.01%	1305
2020 Q1	$1K	Hold	157	–	–	﹤0.01%	1305
2019 Q4	$1K	Hold	157	–	–	﹤0.01%	1398
2019 Q3	$1K	Buy	+157	New	+$704	﹤0.01%	1350

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

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

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

Deerfield Management New York $8.48B AUM 99.04% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Accendra Health (ACH) in Q2 2023, closing a stake of 159 shares — an estimated $2.31K sold.

TCI Wealth Advisors first reported a position in ACH in Q3 2019 and held it in 15 quarters. The position peaked at $21K in Q1 2022. 230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

TCI Wealth Advisors reported no remaining Accendra Health position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 159 Accendra Health shares in Q2 2023, an estimated $2.31K.
TCI Wealth Advisors first reported a position in Accendra Health in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Accendra Health position peaked at $21K in Q1 2022.
230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

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