AWM
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Accel Wealth Management’s Chefs' Warehouse CHEF Stock Holding History

Accel Wealth Management’s Portfolio CHEF Stock Details CHEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-130
Closed -$4.43K – 280
2023
Q1 		$4.43K Hold
130
– – ﹤0.01% 1030
2022
Q4 		$4.33K Buy
+130
New +$4.53K ﹤0.01% 835

Other funds holding CHEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Accel Wealth Management sold out of Chefs' Warehouse (CHEF) in Q2 2023, closing a stake of 130 shares — an estimated $4.43K sold.

Accel Wealth Management first reported a position in CHEF in Q4 2022 and held it in 2 quarters. The position peaked at $4.43K in Q1 2023. 164 funds tracked by Wall St. Rank hold CHEF as of Q2 2023.

  • Accel Wealth Management reported no remaining Chefs' Warehouse position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 130 Chefs' Warehouse shares in Q2 2023, an estimated $4.43K.
  • Accel Wealth Management first reported a position in Chefs' Warehouse in Q4 2022 and held it in 2 quarters.
  • Accel Wealth Management's Chefs' Warehouse position peaked at $4.43K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q2 2023.

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