VT
ACH

Vise Technologies’s Accendra Health ACH Stock Holding History

Vise Technologies’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
2024
Q2 		– Sell
-13,483
Closed -$374K – 437
2024
Q1 		$374K Buy
+13,483
New +$299K 0.07% 250
2023
Q1 		– Sell
-16,331
Closed -$319K – 355
2022
Q4 		$319K Buy
16,331
+3,016
+23% +$58.8K 0.1% 222
2022
Q3 		$321K Sell
13,315
-355
-3% -$10.9K 0.12% 199
2022
Q2 		$430K Buy
13,670
+5,157
+61% +$187K 0.17% 146
2022
Q1 		$375K Buy
+8,513
New +$366K 0.14% 148

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vise Technologies's ACH Position: Q2 2024 in Review

Vise Technologies sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 13,483 shares — an estimated $374K sold.

Vise Technologies first reported a position in ACH in Q1 2022 and held it in 5 quarters. The position peaked at $430K in Q2 2022. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

  • Vise Technologies reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
  • Vise Technologies sold 13,483 Accendra Health shares in Q2 2024, an estimated $374K.
  • Vise Technologies first reported a position in Accendra Health in Q1 2022 and held it in 5 quarters.
  • Vise Technologies's Accendra Health position peaked at $430K in Q2 2022.
  • 221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Vise Technologies's 13F filing for Q2 2024, filed 2 Aug 2024.