Wealthcare Advisory Partners’s Accendra Health ACH Stock Holding History

Wealthcare Advisory Partners’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	-225	Closed	-$8K	–	1433
2021 Q1	$8K	Buy	+225	New	+$7.04K	﹤0.01%	1527
2018 Q2	–	Sell	-1,000	Closed	-$16K	–	1289
2018 Q1	$16K	Buy	+1,000	New	+$17.8K	﹤0.01%	637

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Advisory Partners's ACH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Accendra Health (ACH) in Q2 2021, closing a stake of 225 shares — an estimated $8K sold.

Wealthcare Advisory Partners first reported a position in ACH in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2018. 260 funds tracked by Wall St. Rank hold ACH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Accendra Health position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 225 Accendra Health shares in Q2 2021, an estimated $8K.
Wealthcare Advisory Partners first reported a position in Accendra Health in Q1 2018 and held it in 2 quarters.
Wealthcare Advisory Partners's Accendra Health position peaked at $16K in Q1 2018.
260 funds tracked by Wall St. Rank held Accendra Health as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.