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Accolade shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management investment in Accolade

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Accolade by JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 471k 12.01

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Accolade (ACCD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Em Mkt Sm-cp Etf (EEMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for JFG Wealth Management

Top funds holding Accolade

Jpmorgan Chase & Co
Brown Advisory Holdings Incorporated
ARK Investment Management
AH Capital Management
Vanguard Group
Bellevue Group
Dimensional Fund Advisors
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Fairman Group
Ieq Capital
Balyasny Asset Management
Point72 Asset Management
Jane Street
Charles Schwab Investment Management

View all funds holding Accolade