Accel Wealth Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-93	Closed	-$7.53K	–	941
2023 Q1	$7.53K	Hold	93	–	–	﹤0.01%	955
2022 Q4	$6.4K	Hold	93	–	–	﹤0.01%	786
2022 Q3	$5K	Hold	93	–	–	﹤0.01%	855
2022 Q2	$5K	Hold	93	–	–	﹤0.01%	822
2022 Q1	$7K	Hold	93	–	–	﹤0.01%	771
2021 Q4	$8K	Hold	93	–	–	﹤0.01%	751
2021 Q3	$8K	Hold	93	–	–	0.01%	694
2021 Q2	$7K	Hold	93	–	–	﹤0.01%	757
2021 Q1	$8K	Hold	93	–	–	0.01%	696
2020 Q4	$7K	Buy	+93	New	+$7K	0.01%	683

Other funds holding SI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

ACM

Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return

DWA

Douglass Winthrop Advisors New York $5.8B AUM 11.8% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

BIC

Beach Investment Counsel West Conshohocken, Pennsylvania $679M AUM 20.28% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

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

Accel Wealth Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2023, closing a stake of 93 shares — an estimated $7.53K sold.

Accel Wealth Management first reported a position in SI in Q4 2020 and held it in 10 quarters. The position peaked at $8K in Q4 2021. 51 funds tracked by Wall St. Rank hold SI as of Q2 2023.

Accel Wealth Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 93 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q2 2023, an estimated $7.53K.
Accel Wealth Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $8K in Q4 2021.
51 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2023.

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