Accel Wealth Management’s Cracker Barrel CBRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-430	Closed	-$48.9K	–	266
2023 Q1	$48.9K	Buy	430 +1	+0.2%	+$109	0.02%	493
2022 Q4	$40.6K	Buy	429 +2	+0.5%	+$208	0.02%	392
2022 Q3	$42K	Buy	427 +1	+0.2%	+$101	0.02%	405
2022 Q2	$39K	Buy	426 +9	+2%	+$935	0.02%	397
2022 Q1	$48K	Buy	417 +1	+0.2%	+$124	0.02%	383
2021 Q4	$54K	Hold	416	–	–	0.03%	370
2021 Q3	$58K	Buy	416 +100	+32%	+$14K	0.04%	300
2021 Q2	$47K	Buy	316 +200	+172%	+$32.2K	0.03%	349
2021 Q1	$20K	Hold	116	–	–	0.02%	504
2020 Q4	$15K	Buy	+116	New	+$14.9K	0.01%	549

Other funds holding CBRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCC

Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Accel Wealth Management sold out of Cracker Barrel (CBRL) in Q2 2023, closing a stake of 430 shares — an estimated $48.9K sold.

Accel Wealth Management first reported a position in CBRL in Q4 2020 and held it in 10 quarters. The position peaked at $58K in Q3 2021. 307 funds tracked by Wall St. Rank hold CBRL as of Q2 2023.

Accel Wealth Management reported no remaining Cracker Barrel position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 430 Cracker Barrel shares in Q2 2023, an estimated $48.9K.
Accel Wealth Management first reported a position in Cracker Barrel in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Cracker Barrel position peaked at $58K in Q3 2021.
307 funds tracked by Wall St. Rank held Cracker Barrel as of Q2 2023.

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