Accel Wealth Management
BAY icon

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

Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $561M AUM 16.14% 1-Year Est. Return
McGinn Penninger Investment Management
McGinn Penninger Investment Management Alexandria, Virginia $167M AUM 20.29% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Moloney Securities Asset Management
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
First Light Asset Management
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
SWS
SYSTM Wealth Solutions Chicago, Illinois $3.29M AUM 31.67% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 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.