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Accel Wealth Management’s Bluerock Homes Trust BHM Stock Holding History

Accel Wealth Management’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-67
Closed -$1.33K – 236
2023
Q1 		$1.33K Hold
67
– – ﹤0.01% 1143
2022
Q4 		$1.43K Buy
+67
New +$1.57K ﹤0.01% 935

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

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

Accel Wealth Management sold out of Bluerock Homes Trust (BHM) in Q2 2023, closing a stake of 67 shares — an estimated $1.33K sold.

Accel Wealth Management first reported a position in BHM in Q4 2022 and held it in 2 quarters. The position peaked at $1.43K in Q4 2022. 52 funds tracked by Wall St. Rank hold BHM as of Q2 2023.

  • Accel Wealth Management reported no remaining Bluerock Homes Trust position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 67 Bluerock Homes Trust shares in Q2 2023, an estimated $1.33K.
  • Accel Wealth Management first reported a position in Bluerock Homes Trust in Q4 2022 and held it in 2 quarters.
  • Accel Wealth Management's Bluerock Homes Trust position peaked at $1.43K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2023.

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