WP
ACH

WealthPLAN Partners’s Accendra Health ACH Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-76
Closed -$1.45K – 871
2023
Q2 		$1.45K Hold
76
– – ﹤0.01% 1110
2023
Q1 		$1.11K Buy
+76
New +$1.36K ﹤0.01% 1195
2016
Q3 		$7K Buy
+207
New +$7.25K ﹤0.01% 654

Other funds holding ACH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

WealthPLAN Partners's ACH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Accendra Health (ACH) in Q3 2023, closing a stake of 76 shares — an estimated $1.45K sold.

WealthPLAN Partners first reported a position in ACH in Q3 2016 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 210 funds tracked by Wall St. Rank hold ACH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Accendra Health position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 76 Accendra Health shares in Q3 2023, an estimated $1.45K.
  • WealthPLAN Partners first reported a position in Accendra Health in Q3 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Accendra Health position peaked at $7K in Q3 2016.
  • 210 funds tracked by Wall St. Rank held Accendra Health as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.