VWM
ACH

Valley Wealth Managers’s Accendra Health ACH Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-1,036
Closed -$25K – 431
2022
Q3 		$25K Buy
+1,036
New +$31.9K ﹤0.01% 276

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Valley Wealth Managers's ACH Position: Q4 2022 in Review

Valley Wealth Managers sold out of Accendra Health (ACH) in Q4 2022, closing a stake of 1,036 shares — an estimated $25K sold.

Valley Wealth Managers first reported a position in ACH in Q3 2022 and held it in 1 quarter. The position peaked at $25K in Q3 2022. 219 funds tracked by Wall St. Rank hold ACH as of Q4 2022.

  • Valley Wealth Managers reported no remaining Accendra Health position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 1,036 Accendra Health shares in Q4 2022, an estimated $25K.
  • Valley Wealth Managers first reported a position in Accendra Health in Q3 2022 and held it in 1 quarter.
  • Valley Wealth Managers's Accendra Health position peaked at $25K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Accendra Health as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.