AWM
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Accel Wealth Management’s Coty COTY Stock Holding History

Accel Wealth Management’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,250
Closed -$15.1K – 301
2023
Q1 		$15.1K Hold
1,250
– – 0.01% 779
2022
Q4 		$10.7K Sell
1,250
-1,000
-44% -$7.34K 0.01% 690
2022
Q3 		$16K Hold
2,250
– – 0.01% 620
2022
Q2 		$16K Hold
2,250
– – 0.01% 600
2022
Q1 		$20K Hold
2,250
– – 0.01% 559
2021
Q4 		$24K Buy
+2,250
New +$21.1K 0.01% 531

Other funds holding COTY

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Accel Wealth Management sold out of Coty (COTY) in Q2 2023, closing a stake of 1,250 shares — an estimated $15.1K sold.

Accel Wealth Management first reported a position in COTY in Q4 2021 and held it in 6 quarters. The position peaked at $24K in Q4 2021. 333 funds tracked by Wall St. Rank hold COTY as of Q2 2023.

  • Accel Wealth Management reported no remaining Coty position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,250 Coty shares in Q2 2023, an estimated $15.1K.
  • Accel Wealth Management first reported a position in Coty in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's Coty position peaked at $24K in Q4 2021.
  • 333 funds tracked by Wall St. Rank held Coty as of Q2 2023.

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