VFA
ACH

Valeo Financial Advisors’s Accendra Health ACH Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-4,365
Closed -$164K – 1392
2021
Q1 		$164K Sell
4,365
-1,407
-24% -$44K 0.01% 490
2020
Q4 		$156K Hold
5,772
– – 0.01% 464
2020
Q3 		$145K Hold
5,772
– – 0.01% 391
2020
Q2 		$44K Hold
5,772
– – ﹤0.01% 779
2020
Q1 		$35K Hold
5,772
– – ﹤0.01% 717
2019
Q4 		$30K Buy
+5,772
New +$37.1K ﹤0.01% 813

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valeo Financial Advisors's ACH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Accendra Health (ACH) in Q2 2021, closing a stake of 4,365 shares — an estimated $164K sold.

Valeo Financial Advisors first reported a position in ACH in Q4 2019 and held it in 6 quarters. The position peaked at $164K in Q1 2021. 260 funds tracked by Wall St. Rank hold ACH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Accendra Health position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,365 Accendra Health shares in Q2 2021, an estimated $164K.
  • Valeo Financial Advisors first reported a position in Accendra Health in Q4 2019 and held it in 6 quarters.
  • Valeo Financial Advisors's Accendra Health position peaked at $164K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.