Accel Wealth Management Closed Holding Positions

Accel Wealth Management

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Coresite Realty Corp Com Usd0.01
Q2 2021 Filed on Aug 03, 2021
51
N/A
COHN
Cohen & CO Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
7
$18.52 - $35.41 $130 - $248
CASS
Cass Information Systems Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
100
$40.32 - $46.78 $4.03K - $4.68K
Blackrock Muniyield Invt Fd Com
Q2 2021 Filed on Aug 03, 2021
1,282
N/A
KEYS
Keysight Technologies, Inc.

Technology
Q2 2021 Filed on Aug 03, 2021
470
$135.42 - $155.79 $63.6K - $73.2K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
1,238
$6.88 - $7.44 $8.52K - $9.21K
Spyglass Resources Corp Com
Q2 2021 Filed on Aug 03, 2021
40
N/A
MC
Moelis & CO

Financial Services
Q2 2021 Filed on Aug 03, 2021
56
$51.22 - $57.73 $2.87K - $3.23K
Slack Technologies Inc Com Cl A
Q2 2021 Filed on Aug 03, 2021
350
N/A
BOND
Pimco Active Bond Exchange Tra

ETFs
Q2 2021 Filed on Aug 03, 2021
1,942
$109.57 - $110.96 $213K - $215K
Nuveen Maryland Premium Income Com
Q2 2021 Filed on Aug 03, 2021
1,800
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
100
$44.78 - $50.36 $4.48K - $5.04K
KALA
Kala Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Aug 03, 2021
900
$5.06 - $8.15 $4.55K - $7.34K
Ishares Gold Trust Ishares ETF
Q2 2021 Filed on Aug 03, 2021
2,917
N/A
Marvell Tech Group Com
Q2 2021 Filed on Aug 03, 2021
3,101
N/A
MBB
Ishares Tr

ETFs
Q2 2021 Filed on Aug 03, 2021
4
$107.91 - $108.86 $432 - $435
Wells Fargo Bank National Assn Cd Mthly
Q2 2021 Filed on Aug 03, 2021
10
N/A
AM
Antero Midstream Corp

Energy
Q1 2021 Filed on May 10, 2021
1,765
$7.63 - $9.58 $13.5K - $16.9K
Allianzgi Conv & Income Fd Com Usd0.00001
Q1 2021 Filed on May 10, 2021
6,863
N/A
Chesapeake Energy Corp Com
Q1 2021 Filed on May 10, 2021
1
N/A
CVNA
Carvana Co.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
10
$236.27 - $314.84 $2.36K - $3.15K
Apache Corp Com
Q1 2021 Filed on May 10, 2021
1,080
N/A
ACA
Arcosa, Inc.

Industrials
Q1 2021 Filed on May 10, 2021
35
$53.89 - $68.23 $1.89K - $2.39K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 10, 2021
8,057
N/A
Atlantic Power Corp Com
Q1 2021 Filed on May 10, 2021
2,000
N/A
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on May 10, 2021
100
$192.84 - $265.16 $19.3K - $26.5K
Ferrellgas Partners Unit LTD Partnership Usd1
Q1 2021 Filed on May 10, 2021
17,363
N/A
GRFS
Grifols Sa

Healthcare
Q1 2021 Filed on May 10, 2021
100
$15.15 - $19.78 $1.52K - $1.98K
LTHM
Livent Corp.

Basic Materials
Q1 2021 Filed on May 10, 2021
780
$15.75 - $23.41 $12.3K - $18.3K
United States Treasury Notes Note
Q1 2021 Filed on May 10, 2021
6
N/A
UAA
Under Armour, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
500
$17.35 - $24.2 $8.68K - $12.1K
LL
Ll Flooring Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
160
$22.77 - $33.44 $3.64K - $5.35K
Mfa Financial Inc 8 Percent Prf Sr Nts 15/04/42
Q1 2021 Filed on May 10, 2021
3,780
N/A
Medley Capital Corporation N/C 1/4/21 71742 W103
Q1 2021 Filed on May 10, 2021
275
N/A
Texas Mun Gas Acquisition & Su Rev Bds M/W
Q1 2021 Filed on May 10, 2021
30
N/A
TCEHY
Tencent Holdings Limited Unspo

Communication Services
Q1 2021 Filed on May 10, 2021
388
$72.85 - $99.1 $28.3K - $38.5K
SUP
Superior Industries International Inc

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
700
$4.15 - $7.05 $2.91K - $4.94K
San Bernardino Calif City Uni Cops Rev M/W
Q1 2021 Filed on May 10, 2021
30
N/A
Sacramento Cnty Calif Pension Taxable Pension Oblig Rev M/W
Q1 2021 Filed on May 10, 2021
35
N/A
Ssga Active ETF Tr Mfs Systematic Core Equity ETF
Q1 2021 Filed on May 10, 2021
664
N/A
PVH
Pvh Corp.

Consumer Cyclical
Q1 2021 Filed on May 10, 2021
88
$82.45 - $108.79 $7.26K - $9.57K
King Cnty Wash Swr Rev Bds
Q1 2021 Filed on May 10, 2021
40
N/A
Johnson City Tenn Health & Edl Ref Impt Bds Rev Clbl
Q1 2021 Filed on May 10, 2021
40
N/A
Wpx Energy Inc Com
Q1 2021 Filed on May 10, 2021
658
N/A
IMO
Imperial Oil LTD

Energy
Q1 2021 Filed on May 10, 2021
100
$18.92 - $25.84 $1.89K - $2.58K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on May 10, 2021
100
$8.81 - $16.96 $881 - $1.7K
NMM
Navios Maritime Partners L.P.

Industrials
Q1 2021 Filed on May 10, 2021
1,010
$10.25 - $29.09 $10.4K - $29.4K
Navios Maritime Containers L P Com
Q1 2021 Filed on May 10, 2021
50
N/A
Energy Resources Of Australia Com
Q1 2021 Filed on May 10, 2021
100
N/A
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email