Accel Wealth Management’s CHS Inc Class B Series 4 Preferred Stock CHSCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-255	Closed	-$6.71K	–	281
2023 Q1	$6.71K	Buy	255 +4	+2%	+$103	﹤0.01%	971
2022 Q4	$6.51K	Buy	251 +5	+2%	+$129	﹤0.01%	784
2022 Q3	$7K	Buy	246 +4	+2%	+$107	﹤0.01%	791
2022 Q2	$6K	Buy	242 +41	+20%	+$1.1K	﹤0.01%	777
2022 Q1	$6K	Buy	201 +4	+2%	+$111	﹤0.01%	776
2021 Q4	$6K	Buy	197 +3	+2%	+$86	﹤0.01%	784
2021 Q3	$6K	Buy	194 +3	+2%	+$88	﹤0.01%	716
2021 Q2	$6K	Buy	191 +4	+2%	+$115	﹤0.01%	763
2021 Q1	$5K	Buy	187 +3	+2%	+$86	﹤0.01%	750
2020 Q4	$5K	Buy	+184	New	+$5.3K	﹤0.01%	705

Other funds holding CHSCL

MSAM

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

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

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

Accel Wealth Management sold out of CHS Inc Class B Series 4 Preferred Stock (CHSCL) in Q2 2023, closing a stake of 255 shares — an estimated $6.71K sold.

Accel Wealth Management first reported a position in CHSCL in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q3 2022. 3 funds tracked by Wall St. Rank hold CHSCL as of Q2 2023.

Accel Wealth Management reported no remaining CHS Inc Class B Series 4 Preferred Stock position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 255 CHS Inc Class B Series 4 Preferred Stock shares in Q2 2023, an estimated $6.71K.
Accel Wealth Management first reported a position in CHS Inc Class B Series 4 Preferred Stock in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's CHS Inc Class B Series 4 Preferred Stock position peaked at $7K in Q3 2022.
3 funds tracked by Wall St. Rank held CHS Inc Class B Series 4 Preferred Stock as of Q2 2023.

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