Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,366
Closed -$4.67K 2181
2024
Q4
$4.67K Buy
+1,366
New +$4.85K ﹤0.01% 1726

Other funds holding ACCD

UMB Bank's ACCD Position: Q1 2025 in Review

UMB Bank sold out of Accolade Inc (ACCD) in Q1 2025, closing a stake of 1,366 shares — an estimated $4.67K sold.

UMB Bank first reported a position in ACCD in Q4 2024 and held it in 1 quarter. The position peaked at $4.67K in Q4 2024. 157 funds tracked by Wall St. Rank hold ACCD as of Q1 2025.

  • UMB Bank reported no remaining Accolade Inc position as of Q1 2025 after selling out during the quarter.
  • UMB Bank sold 1,366 Accolade Inc shares in Q1 2025, an estimated $4.67K.
  • UMB Bank first reported a position in Accolade Inc in Q4 2024 and held it in 1 quarter.
  • UMB Bank's Accolade Inc position peaked at $4.67K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Accolade Inc as of Q1 2025.

Based on UMB Bank's 13F filing for Q1 2025, filed 14 Apr 2025.