AWM
MN

Accel Wealth Management’s MANNING & NAPIER, INC. MN Stock Holding History

Accel Wealth Management’s Portfolio MN Stock Details MN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,945
Closed -$49K – 979
2021
Q4 		$49K Hold
5,945
– – 0.02% 389
2021
Q3 		$54K Sell
5,945
-1,800
-23% -$16.3K 0.03% 315
2021
Q2 		$61K Sell
7,745
-700
-8% -$5.3K 0.04% 308
2021
Q1 		$55K Sell
8,445
-300
-3% -$2.04K 0.04% 299
2020
Q4 		$55K Buy
+8,745
New +$41.6K 0.05% 278

Other funds holding MN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WC
Whitney & Co Rochester, New York $1.2B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Accel Wealth Management's MN Position: Q1 2022 in Review

Accel Wealth Management sold out of MANNING & NAPIER, INC. (MN) in Q1 2022, closing a stake of 5,945 shares — an estimated $49K sold.

Accel Wealth Management first reported a position in MN in Q4 2020 and held it in 5 quarters. The position peaked at $61K in Q2 2021. 46 funds tracked by Wall St. Rank hold MN as of Q1 2022.

  • Accel Wealth Management reported no remaining MANNING & NAPIER, INC. position as of Q1 2022 after selling out during the quarter.
  • Accel Wealth Management sold 5,945 MANNING & NAPIER, INC. shares in Q1 2022, an estimated $49K.
  • Accel Wealth Management first reported a position in MANNING & NAPIER, INC. in Q4 2020 and held it in 5 quarters.
  • Accel Wealth Management's MANNING & NAPIER, INC. position peaked at $61K in Q2 2021.
  • 46 funds tracked by Wall St. Rank held MANNING & NAPIER, INC. as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.