T
ACCD

TCWP’s Accolade Inc ACCD Stock Holding History

TCWP’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
-81
Closed -$1K – 1833
2022
Q1 		$1K Buy
+81
New +$1.49K ﹤0.01% 1670

Other funds holding ACCD

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
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
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
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 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
Millennium Management
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

TCWP's ACCD Position: Q2 2022 in Review

TCWP sold out of Accolade Inc (ACCD) in Q2 2022, closing a stake of 81 shares — an estimated $1K sold.

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

  • TCWP reported no remaining Accolade Inc position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 81 Accolade Inc shares in Q2 2022, an estimated $1K.
  • TCWP first reported a position in Accolade Inc in Q1 2022 and held it in 1 quarter.
  • TCWP's Accolade Inc position peaked at $1K in Q1 2022.
  • 158 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.