Accel Wealth Management’s Ericsson ERIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-320	Closed	-$1.87K	–	379
2023 Q1	$1.87K	Hold	320	–	–	﹤0.01%	1109
2022 Q4	$1.87K	Hold	320	–	–	﹤0.01%	912
2022 Q3	$2K	Hold	320	–	–	﹤0.01%	927
2022 Q2	$2K	Hold	320	–	–	﹤0.01%	895
2022 Q1	$3K	Hold	320	–	–	﹤0.01%	849
2021 Q4	$3K	Hold	320	–	–	﹤0.01%	856
2021 Q3	$4K	Sell	320 -244	-43%	-$2.88K	﹤0.01%	762
2021 Q2	$7K	Buy	564 +2	+0.4%	+$27	﹤0.01%	743
2021 Q1	$7K	Hold	562	–	–	0.01%	703
2020 Q4	$7K	Buy	+562	New	+$6.58K	0.01%	665

Other funds holding ERIC

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Accel Wealth Management sold out of Ericsson (ERIC) in Q2 2023, closing a stake of 320 shares — an estimated $1.87K sold.

Accel Wealth Management first reported a position in ERIC in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2021. 249 funds tracked by Wall St. Rank hold ERIC as of Q2 2023.

Accel Wealth Management reported no remaining Ericsson position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 320 Ericsson shares in Q2 2023, an estimated $1.87K.
Accel Wealth Management first reported a position in Ericsson in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Ericsson position peaked at $7K in Q2 2021.
249 funds tracked by Wall St. Rank held Ericsson as of Q2 2023.

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