Accel Wealth Management Purchases and Sells in Q4 2024

Accel Wealth Management

$257 Million
Q4 2024

Top Buys

Incresed Positions

109 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	23.1K + 126.41%	$35.16 - $37.12 $813K - $858K	41.4K $1.46M
PLTR	1.15K + 6.26%	$36.46 - $82.38 $42K - $94.8K	19.5K $1.48M
CGGR	16K + 148.89%	$34.49 - $39.24 $553K - $629K	26.8K $996K
AAPL	202 + 0.68%	$221.69 - $259.02 $44.8K - $52.3K	29.9K $7.5M
GLD	1.97K + 49.38%	$236.59 - $257.5 $465K - $506K	5.94K $1.44M
INTC	26.4K + 109.85%	$19.07 - $26.23 $504K - $693K	50.5K $1.01M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KRE	6.13K New	$54.6 - $68.9 $335K - $422K	6.13K $369K
FNOV	6.67K New	$47.07 - $48.75 $314K - $325K	6.67K $318K
RXRX	45.8K New	$5.7 - $8.27 $261K - $379K	45.8K $309K
NFLX	246 New	$687.65 - $936.56 $169K - $230K	246 $219K
EXC	5.53K New	$36.22 - $40.97 $200K - $227K	5.53K $208K
SMTC	3.29K New	$40.58 - $69.1 $134K - $228K	3.29K $203K

Top Sells

Reduced Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USB	-103K - 93.72%	$43.98 - $53.66 $4.53M - $5.53M	6.91K $330K
PRU	-4.7K - 32.11%	$114.59 - $129.52 $539K - $609K	9.94K $1.18M
FTSL	-10.9K - 22.92%	$45.9 - $46.48 $498K - $505K	36.5K $1.69M
DE	-1.01K - 14.38%	$389.45 - $466.0 $392K - $469K	6K $2.54M
EDV	-1.36K - 5.79%	$67.27 - $79.67 $91.7K - $109K	22.2K $1.5M
RVT	-20.4K - 16.75%	$15.15 - $16.9 $309K - $345K	102K $1.6M

Activity Summary All Purchases 123 New Holdings 14 Increased Positions 109 All Sells 103 Reductions 103 Sold out 0 Calls 0 Puts 0

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