AWM
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Accel Wealth Management’s Moelis & Co MC Stock Holding History

Accel Wealth Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-56
Closed -$3K – 916
2021
Q1 		$3K Buy
56
+1
+2% +$54 ﹤0.01% 807
2020
Q4 		$3K Buy
+55
New +$2.21K ﹤0.01% 760

Other funds holding MC

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Accel Wealth Management sold out of Moelis & Co (MC) in Q2 2021, closing a stake of 56 shares — an estimated $3K sold.

Accel Wealth Management first reported a position in MC in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 272 funds tracked by Wall St. Rank hold MC as of Q2 2021.

  • Accel Wealth Management reported no remaining Moelis & Co position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 56 Moelis & Co shares in Q2 2021, an estimated $3K.
  • Accel Wealth Management first reported a position in Moelis & Co in Q4 2020 and held it in 2 quarters.
  • Accel Wealth Management's Moelis & Co position peaked at $3K in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2021.

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