AWM
CMRC

Accel Wealth Management’s Commerce.com Inc Series 1 CMRC Stock Holding History

Accel Wealth Management’s Portfolio CMRC Stock Details CMRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4
Closed -$36 – 237
2023
Q1 		$36 Hold
4
– – ﹤0.01% 1249
2022
Q4 		$35 Hold
4
– – ﹤0.01% 1054
2022
Q3 		$0 Buy
+4
New +$69 ﹤0.01% 1060

Other funds holding CMRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $550M AUM 11.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Accel Wealth Management sold out of Commerce.com Inc Series 1 (CMRC) in Q2 2023, closing a stake of 4 shares — an estimated $36 sold.

Accel Wealth Management first reported a position in CMRC in Q3 2022 and held it in 3 quarters. The position peaked at $36 in Q1 2023. 153 funds tracked by Wall St. Rank hold CMRC as of Q2 2023.

  • Accel Wealth Management reported no remaining Commerce.com Inc Series 1 position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 4 Commerce.com Inc Series 1 shares in Q2 2023, an estimated $36.
  • Accel Wealth Management first reported a position in Commerce.com Inc Series 1 in Q3 2022 and held it in 3 quarters.
  • Accel Wealth Management's Commerce.com Inc Series 1 position peaked at $36 in Q1 2023.
  • 153 funds tracked by Wall St. Rank held Commerce.com Inc Series 1 as of Q2 2023.

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