Accel Wealth Management’s Cedar Fair FUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-100	Closed	-$5K	–	907
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	753
2020 Q4	$4K	Buy	+100	New	+$3.33K	﹤0.01%	729

Other funds holding FUN

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Accel Wealth Management's FUN Position: Q2 2021 in Review

Accel Wealth Management sold out of Cedar Fair (FUN) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Accel Wealth Management first reported a position in FUN in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 177 funds tracked by Wall St. Rank hold FUN as of Q2 2021.

Accel Wealth Management reported no remaining Cedar Fair position as of Q2 2021 after selling out during the quarter.
Accel Wealth Management sold 100 Cedar Fair shares in Q2 2021, an estimated $5K.
Accel Wealth Management first reported a position in Cedar Fair in Q4 2020 and held it in 2 quarters.
Accel Wealth Management's Cedar Fair position peaked at $5K in Q1 2021.
177 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.