WWP
ACCD

Waypoint Wealth Partners’s Accolade Inc ACCD Stock Holding History

Waypoint Wealth Partners’s Portfolio ACCD Stock Details ACCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43,400
Closed -$455K – 76
2024
Q1 		$455K Hold
43,400
– – 0.13% 51
2023
Q4 		$521K Hold
43,400
– – 0.16% 33
2023
Q3 		$459K Hold
43,400
– – 0.16% 41
2023
Q2 		$585K Hold
43,400
– – 0.2% 29
2023
Q1 		$624K Hold
43,400
– – 0.22% 28
2022
Q4 		$338K Hold
43,400
– – 0.13% 37
2022
Q3 		$496K Hold
43,400
– – 0.21% 34
2022
Q2 		$321K Buy
+43,400
New +$380K 0.12% 40

Other funds holding ACCD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Waypoint Wealth Partners's ACCD Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of Accolade Inc (ACCD) in Q2 2024, closing a stake of 43,400 shares — an estimated $455K sold.

Waypoint Wealth Partners first reported a position in ACCD in Q2 2022 and held it in 8 quarters. The position peaked at $624K in Q1 2023. 151 funds tracked by Wall St. Rank hold ACCD as of Q2 2024.

  • Waypoint Wealth Partners reported no remaining Accolade Inc position as of Q2 2024 after selling out during the quarter.
  • Waypoint Wealth Partners sold 43,400 Accolade Inc shares in Q2 2024, an estimated $455K.
  • Waypoint Wealth Partners first reported a position in Accolade Inc in Q2 2022 and held it in 8 quarters.
  • Waypoint Wealth Partners's Accolade Inc position peaked at $624K in Q1 2023.
  • 151 funds tracked by Wall St. Rank held Accolade Inc as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.