Accel Wealth Management’s CHS Inc 8% Preferred Stock CHSCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,025	Closed	-$30.3K	–	282
2023 Q1	$30.3K	Buy	1,025 +17	+2%	+$494	0.01%	595
2022 Q4	$28.3K	Buy	1,008 +18	+2%	+$504	0.01%	476
2022 Q3	$29K	Buy	990 +17	+2%	+$503	0.02%	475
2022 Q2	$28K	Buy	973 +16	+2%	+$502	0.02%	460
2022 Q1	$31K	Buy	957 +15	+2%	+$468	0.02%	459
2021 Q4	$29K	Sell	942 -502	-35%	-$15.4K	0.01%	496
2021 Q3	$45K	Buy	1,444 +23	+2%	+$695	0.03%	340
2021 Q2	$43K	Buy	1,421 +24	+2%	+$720	0.03%	366
2021 Q1	$42K	Buy	1,397 +1,040	+291%	+$30.9K	0.03%	344
2020 Q4	$11K	Buy	+357	New	+$10.5K	0.01%	594

Other funds holding CHSCP

MSAM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Accel Wealth Management sold out of CHS Inc 8% Preferred Stock (CHSCP) in Q2 2023, closing a stake of 1,025 shares — an estimated $30.3K sold.

Accel Wealth Management first reported a position in CHSCP in Q4 2020 and held it in 10 quarters. The position peaked at $45K in Q3 2021. 2 funds tracked by Wall St. Rank hold CHSCP as of Q2 2023.

Accel Wealth Management reported no remaining CHS Inc 8% Preferred Stock position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,025 CHS Inc 8% Preferred Stock shares in Q2 2023, an estimated $30.3K.
Accel Wealth Management first reported a position in CHS Inc 8% Preferred Stock in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's CHS Inc 8% Preferred Stock position peaked at $45K in Q3 2021.
2 funds tracked by Wall St. Rank held CHS Inc 8% Preferred Stock as of Q2 2023.

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