Truist Financial
ACCD

Truist Financial’s Accolade Inc ACCD Stock Holding History

Truist Financial’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
Q1 		– Sell
-8,663
Closed -$228K – 2881
2021
Q4 		$228K Sell
8,663
-998
-10% -$32.7K ﹤0.01% 2523
2021
Q3 		$407K Sell
9,661
-398
-4% -$18.7K ﹤0.01% 2130
2021
Q2 		$546K Sell
10,059
-603
-6% -$29.3K ﹤0.01% 1988
2021
Q1 		$484K Buy
+10,662
New +$513K ﹤0.01% 1984

Other funds holding ACCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Truist Financial's ACCD Position: Q1 2022 in Review

Truist Financial sold out of Accolade Inc (ACCD) in Q1 2022, closing a stake of 8,663 shares — an estimated $228K sold.

Truist Financial first reported a position in ACCD in Q1 2021 and held it in 4 quarters. The position peaked at $546K in Q2 2021. 154 funds tracked by Wall St. Rank hold ACCD as of Q1 2022.

  • Truist Financial reported no remaining Accolade Inc position as of Q1 2022 after selling out during the quarter.
  • Truist Financial sold 8,663 Accolade Inc shares in Q1 2022, an estimated $228K.
  • Truist Financial first reported a position in Accolade Inc in Q1 2021 and held it in 4 quarters.
  • Truist Financial's Accolade Inc position peaked at $546K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2022.

Based on Truist Financial's 13F filing for Q1 2022, filed 22 Apr 2022.