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Accel Wealth Management’s Carlisle Companies CSL Stock Holding History

Accel Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$20K – 929
2021
Q3 		$20K Hold
100
– – 0.01% 501
2021
Q2 		$19K Hold
100
– – 0.01% 555
2021
Q1 		$16K Hold
100
– – 0.01% 556
2020
Q4 		$16K Buy
+100
New +$14K 0.01% 534

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's CSL Position: Q4 2021 in Review

Accel Wealth Management sold out of Carlisle Companies (CSL) in Q4 2021, closing a stake of 100 shares — an estimated $20K sold.

Accel Wealth Management first reported a position in CSL in Q4 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2021. 486 funds tracked by Wall St. Rank hold CSL as of Q4 2021.

  • Accel Wealth Management reported no remaining Carlisle Companies position as of Q4 2021 after selling out during the quarter.
  • Accel Wealth Management sold 100 Carlisle Companies shares in Q4 2021, an estimated $20K.
  • Accel Wealth Management first reported a position in Carlisle Companies in Q4 2020 and held it in 4 quarters.
  • Accel Wealth Management's Carlisle Companies position peaked at $20K in Q3 2021.
  • 486 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2021.

Based on Accel Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.