AWM
NRIM icon

Accel Wealth Management’s Northrim BanCorp NRIM Stock Holding History

Accel Wealth Management’s Portfolio NRIM Stock Details NRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-360
Closed -$4.25K – 625
2023
Q1 		$4.25K Buy
360
+40
+13% +$516 ﹤0.01% 1032
2022
Q4 		$4.37K Hold
320
– – ﹤0.01% 832
2022
Q3 		$3K Sell
320
-800
-71% -$8.2K ﹤0.01% 902
2022
Q2 		$11K Buy
+1,120
New +$11.5K 0.01% 692

Other funds holding NRIM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Accel Wealth Management sold out of Northrim BanCorp (NRIM) in Q2 2023, closing a stake of 360 shares — an estimated $4.25K sold.

Accel Wealth Management first reported a position in NRIM in Q2 2022 and held it in 4 quarters. The position peaked at $11K in Q2 2022. 79 funds tracked by Wall St. Rank hold NRIM as of Q2 2023.

  • Accel Wealth Management reported no remaining Northrim BanCorp position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 360 Northrim BanCorp shares in Q2 2023, an estimated $4.25K.
  • Accel Wealth Management first reported a position in Northrim BanCorp in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Northrim BanCorp position peaked at $11K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Northrim BanCorp as of Q2 2023.

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