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Accel Wealth Management’s Leonardo DRS DRS Stock Holding History

Accel Wealth Management’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5
Closed -$65 – 348
2023
Q1 		$65 Hold
5
– – ﹤0.01% 1245
2022
Q4 		$64 Buy
+5
New +$58 ﹤0.01% 1049

Other funds holding DRS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

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

Accel Wealth Management sold out of Leonardo DRS (DRS) in Q2 2023, closing a stake of 5 shares — an estimated $65 sold.

Accel Wealth Management first reported a position in DRS in Q4 2022 and held it in 2 quarters. The position peaked at $65 in Q1 2023. 117 funds tracked by Wall St. Rank hold DRS as of Q2 2023.

  • Accel Wealth Management reported no remaining Leonardo DRS position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 5 Leonardo DRS shares in Q2 2023, an estimated $65.
  • Accel Wealth Management first reported a position in Leonardo DRS in Q4 2022 and held it in 2 quarters.
  • Accel Wealth Management's Leonardo DRS position peaked at $65 in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Leonardo DRS as of Q2 2023.

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