Accel Wealth Management’s BAYER AG SPONS ADR BAY Stock Holding History

Accel Wealth Management’s Portfolio BAY Stock Details BAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,185	Closed	-$18.9K	–	944
2023 Q1	$18.9K	Hold	1,185	–	–	0.01%	734
2022 Q4	$15.2K	Hold	1,185	–	–	0.01%	608
2022 Q3	$14K	Hold	1,185	–	–	0.01%	668
2022 Q2	$17K	Hold	1,185	–	–	0.01%	598
2022 Q1	$21K	Hold	1,185	–	–	0.01%	553
2021 Q4	$16K	Hold	1,185	–	–	0.01%	619
2021 Q3	$16K	Hold	1,185	–	–	0.01%	550
2021 Q2	$18K	Hold	1,185	–	–	0.01%	579
2021 Q1	$19K	Hold	1,185	–	–	0.02%	533
2020 Q4	$18K	Buy	+1,185	New	+$18K	0.02%	520

Other funds holding BAY

ACM

Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return

MPIM

McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

SWS

SYSTM Wealth Solutions Chicago, Illinois $3.29M AUM 31.67% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Accel Wealth Management's BAY Position: Q2 2023 in Review

Accel Wealth Management sold out of BAYER AG SPONS ADR (BAY) in Q2 2023, closing a stake of 1,185 shares — an estimated $18.9K sold.

Accel Wealth Management first reported a position in BAY in Q4 2020 and held it in 10 quarters. The position peaked at $21K in Q1 2022. 20 funds tracked by Wall St. Rank hold BAY as of Q2 2023.

Accel Wealth Management reported no remaining BAYER AG SPONS ADR position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,185 BAYER AG SPONS ADR shares in Q2 2023, an estimated $18.9K.
Accel Wealth Management first reported a position in BAYER AG SPONS ADR in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's BAYER AG SPONS ADR position peaked at $21K in Q1 2022.
20 funds tracked by Wall St. Rank held BAYER AG SPONS ADR as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.