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Accolade shares owned by Aj Wealth Strategies

Quarter-by-quarter ownership of Accolade (ACCD) shares owned by Aj Wealth Strategies from 13F filings

Historical chart of Aj Wealth Strategies investment in Accolade

Tip: Access up to 7 years of quarterly data

All positions including Accolade held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Accolade by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $587k 44k 13.47
2023-03-31 $626k 44k 14.38
2022-12-31 $339k 44k 7.78
2022-09-30 $497k 44k 11.41

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Accolade

Brown Advisory Holdings Incorporated
BlackRock
ARK Investment Management
Vanguard Group
AH Capital Management
Jpmorgan Chase & Co
Bellevue Group
Rock Springs Capital Management
Deerfield Management Company
Dimensional Fund Advisors
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Geode Capital Management
Fairman Group
Nuveen Asset Management

View all funds holding Accolade