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Accel Wealth Management’s QCR Holdings QCRH Stock Holding History

Accel Wealth Management’s Portfolio QCRH Stock Details QCRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,376
Closed -$60.4K – 681
2023
Q1 		$60.4K Buy
1,376
+301
+28% +$15K 0.02% 432
2022
Q4 		$53.4K Sell
1,075
-800
-43% -$41.2K 0.03% 350
2022
Q3 		$101K Hold
1,875
– – 0.05% 245
2022
Q2 		$101K Hold
1,875
– – 0.06% 237
2022
Q1 		$105K Hold
1,875
– – 0.05% 251
2021
Q4 		$105K Buy
+1,875
New +$103K 0.05% 252

Other funds holding QCRH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Accel Wealth Management sold out of QCR Holdings (QCRH) in Q2 2023, closing a stake of 1,376 shares — an estimated $60.4K sold.

Accel Wealth Management first reported a position in QCRH in Q4 2021 and held it in 6 quarters. The position peaked at $105K in Q1 2022. 132 funds tracked by Wall St. Rank hold QCRH as of Q2 2023.

  • Accel Wealth Management reported no remaining QCR Holdings position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,376 QCR Holdings shares in Q2 2023, an estimated $60.4K.
  • Accel Wealth Management first reported a position in QCR Holdings in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's QCR Holdings position peaked at $105K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held QCR Holdings as of Q2 2023.

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