WFA
ACCD

Wipfli Financial Advisors’s Accolade Inc ACCD Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$4K Buy
+313
New +$3.41K ﹤0.01% 2173

Other funds holding ACCD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AEPI
AH Equity Partners IV Menlo Park, California $24.5M AUM 73.4% 1-Year Est. Return

Wipfli Financial Advisors's ACCD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Accolade Inc (ACCD) in Q3 2022: 313 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2173 among its holdings.

149 funds tracked by Wall St. Rank hold ACCD as of Q3 2022.

  • Wipfli Financial Advisors held 313 shares of Accolade Inc worth $4K as of Q3 2022.
  • Accolade Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Accolade Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2173 holding.
  • 149 funds tracked by Wall St. Rank held Accolade Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.