Accel Wealth Management’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-70	Closed	-$19.1K	–	691
2023 Q1	$19.1K	Hold	70	–	–	0.01%	730
2022 Q4	$15.1K	Sell	70 -23	-25%	-$4.74K	0.01%	611
2022 Q3	$18K	Hold	93	–	–	0.01%	594
2022 Q2	$18K	Hold	93	–	–	0.01%	578
2022 Q1	$21K	Hold	93	–	–	0.01%	550
2021 Q4	$24K	Sell	93 -11	-11%	-$2.71K	0.01%	534
2021 Q3	$22K	Hold	104	–	–	0.01%	484
2021 Q2	$21K	Buy	104 +1	+1%	+$209	0.01%	531
2021 Q1	$22K	Hold	103	–	–	0.02%	486
2020 Q4	$24K	Buy	+103	New	+$21K	0.02%	449

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Accel Wealth Management sold out of Ferrari (RACE) in Q2 2023, closing a stake of 70 shares — an estimated $19.1K sold.

Accel Wealth Management first reported a position in RACE in Q4 2020 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 515 funds tracked by Wall St. Rank hold RACE as of Q2 2023.

Accel Wealth Management reported no remaining Ferrari position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 70 Ferrari shares in Q2 2023, an estimated $19.1K.
Accel Wealth Management first reported a position in Ferrari in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Ferrari position peaked at $24K in Q4 2021.
515 funds tracked by Wall St. Rank held Ferrari as of Q2 2023.

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