WAM
ACH

Wealthspire Advisors (Maryland)’s Accendra Health ACH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q1 		– Sell
-622
Closed -$4K – 2553
2018
Q4 		$4K Buy
622
+339
+120% +$3.52K ﹤0.01% 1843
2018
Q3 		$5K Hold
283
– – ﹤0.01% 1816
2018
Q2 		$5K Sell
283
-424
-60% -$6.86K ﹤0.01% 1807
2018
Q1 		$11K Buy
707
+284
+67% +$5.06K ﹤0.01% 1532
2017
Q4 		$8K Sell
423
-1,506
-78% -$33.4K ﹤0.01% 1683
2017
Q3 		$56K Sell
1,929
-669
-26% -$19.8K 0.01% 929
2017
Q2 		$84K Buy
2,598
+50
+2% +$1.64K 0.01% 755
2017
Q1 		$88K Buy
2,548
+154
+6% +$5.5K 0.01% 646
2016
Q4 		$84K Sell
2,394
-144
-6% -$4.87K 0.01% 636
2016
Q3 		$88K Sell
2,538
-287
-10% -$10K 0.01% 609
2016
Q2 		$106K Buy
2,825
+74
+3% +$2.78K 0.02% 521
2016
Q1 		$111K Sell
2,751
-267
-9% -$9.94K 0.02% 500
2015
Q4 		$109K Buy
+3,018
New +$109K 0.02% 497

Other funds holding ACH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACH Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Accendra Health (ACH) in Q1 2019, closing a stake of 622 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in ACH in Q4 2015 and held it in 13 quarters. The position peaked at $111K in Q1 2016. 187 funds tracked by Wall St. Rank hold ACH as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Accendra Health position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 622 Accendra Health shares in Q1 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Accendra Health in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Accendra Health position peaked at $111K in Q1 2016.
  • 187 funds tracked by Wall St. Rank held Accendra Health as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.