VBCG
ACH

Valley Brook Capital Group’s Accendra Health ACH Stock Holding History

Valley Brook Capital Group’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
-200
Closed -$7K – 317
2021
Q1 		$7K Sell
200
-175
-47% -$5.47K 0.01% 386
2020
Q4 		$10K Buy
+375
New +$9.65K 0.01% 327

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

Valley Brook Capital Group's ACH Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Accendra Health (ACH) in Q2 2021, closing a stake of 200 shares — an estimated $7K sold.

Valley Brook Capital Group first reported a position in ACH in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 260 funds tracked by Wall St. Rank hold ACH as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Accendra Health position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 200 Accendra Health shares in Q2 2021, an estimated $7K.
  • Valley Brook Capital Group first reported a position in Accendra Health in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Accendra Health position peaked at $10K in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Accendra Health as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.