UFF
ACH

USA Financial Formulas’s Accendra Health ACH Stock Holding History

USA Financial Formulas’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
2021
Q3 		– Sell
-1,660
Closed -$70K – 453
2021
Q2 		$70K Sell
1,660
-3,668
-69% -$143K 0.06% 175
2021
Q1 		$200K Buy
+5,328
New +$167K 0.16% 120

Other funds holding ACH

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

USA Financial Formulas's ACH Position: Q3 2021 in Review

USA Financial Formulas sold out of Accendra Health (ACH) in Q3 2021, closing a stake of 1,660 shares — an estimated $70K sold.

USA Financial Formulas first reported a position in ACH in Q1 2021 and held it in 2 quarters. The position peaked at $200K in Q1 2021. 247 funds tracked by Wall St. Rank hold ACH as of Q3 2021.

  • USA Financial Formulas reported no remaining Accendra Health position as of Q3 2021 after selling out during the quarter.
  • USA Financial Formulas sold 1,660 Accendra Health shares in Q3 2021, an estimated $70K.
  • USA Financial Formulas first reported a position in Accendra Health in Q1 2021 and held it in 2 quarters.
  • USA Financial Formulas's Accendra Health position peaked at $200K in Q1 2021.
  • 247 funds tracked by Wall St. Rank held Accendra Health as of Q3 2021.

Based on USA Financial Formulas's 13F filing for Q3 2021, filed 8 Nov 2021.