Zhang Financial’s Accendra Health ACH Stock Holding History

Zhang Financial’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
2024 Q2	–	Sell	-9,433	Closed	-$261K	–	273
2024 Q1	$261K	Buy	+9,433	New	+$209K	0.02%	239

Other funds holding ACH

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Zhang Financial's ACH Position: Q2 2024 in Review

Zhang Financial sold out of Accendra Health (ACH) in Q2 2024, closing a stake of 9,433 shares — an estimated $261K sold.

Zhang Financial first reported a position in ACH in Q1 2024 and held it in 1 quarter. The position peaked at $261K in Q1 2024. 221 funds tracked by Wall St. Rank hold ACH as of Q2 2024.

Zhang Financial reported no remaining Accendra Health position as of Q2 2024 after selling out during the quarter.
Zhang Financial sold 9,433 Accendra Health shares in Q2 2024, an estimated $261K.
Zhang Financial first reported a position in Accendra Health in Q1 2024 and held it in 1 quarter.
Zhang Financial's Accendra Health position peaked at $261K in Q1 2024.
221 funds tracked by Wall St. Rank held Accendra Health as of Q2 2024.

Based on Zhang Financial's 13F filing for Q2 2024, filed 19 Jul 2024.