Toth Financial Advisory’s Accendra Health ACH Stock Holding History

Toth Financial Advisory’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
2019 Q2	–	Sell	-3,000	Closed	-$12K	–	469
2019 Q1	$12K	Hold	3,000	–	–	﹤0.01%	291
2018 Q4	$19K	Sell	3,000 -652	-18%	-$6.77K	0.01%	245
2018 Q3	$60K	Sell	3,652 -998	-21%	-$17K	0.01%	201
2018 Q2	$78K	Buy	4,650 +3,218	+225%	+$52.1K	0.02%	189
2018 Q1	$22K	Sell	1,432 -13,968	-91%	-$249K	0.01%	260
2017 Q4	$291K	Buy	+15,400	New	+$341K	0.07%	133

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Toth Financial Advisory's ACH Position: Q2 2019 in Review

Toth Financial Advisory sold out of Accendra Health (ACH) in Q2 2019, closing a stake of 3,000 shares — an estimated $12K sold.

Toth Financial Advisory first reported a position in ACH in Q4 2017 and held it in 6 quarters. The position peaked at $291K in Q4 2017. 173 funds tracked by Wall St. Rank hold ACH as of Q2 2019.

Toth Financial Advisory reported no remaining Accendra Health position as of Q2 2019 after selling out during the quarter.
Toth Financial Advisory sold 3,000 Accendra Health shares in Q2 2019, an estimated $12K.
Toth Financial Advisory first reported a position in Accendra Health in Q4 2017 and held it in 6 quarters.
Toth Financial Advisory's Accendra Health position peaked at $291K in Q4 2017.
173 funds tracked by Wall St. Rank held Accendra Health as of Q2 2019.

Based on Toth Financial Advisory's 13F filing for Q2 2019, filed 17 Jul 2019.