AWM
SPTN

Accel Wealth Management’s SpartanNash SPTN Stock Holding History

Accel Wealth Management’s Portfolio SPTN Stock Details SPTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-600
Closed -$20K – 1065
2022
Q1 		$20K Sell
600
-400
-40% -$11.3K 0.01% 563
2021
Q4 		$26K Hold
1,000
– – 0.01% 513
2021
Q3 		$22K Hold
1,000
– – 0.01% 486
2021
Q2 		$19K Buy
1,000
+500
+100% +$9.97K 0.01% 565
2021
Q1 		$10K Hold
500
– – 0.01% 659
2020
Q4 		$9K Buy
+500
New +$9.33K 0.01% 634

Other funds holding SPTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accel Wealth Management's SPTN Position: Q2 2022 in Review

Accel Wealth Management sold out of SpartanNash (SPTN) in Q2 2022, closing a stake of 600 shares — an estimated $20K sold.

Accel Wealth Management first reported a position in SPTN in Q4 2020 and held it in 6 quarters. The position peaked at $26K in Q4 2021. 222 funds tracked by Wall St. Rank hold SPTN as of Q2 2022.

  • Accel Wealth Management reported no remaining SpartanNash position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 600 SpartanNash shares in Q2 2022, an estimated $20K.
  • Accel Wealth Management first reported a position in SpartanNash in Q4 2020 and held it in 6 quarters.
  • Accel Wealth Management's SpartanNash position peaked at $26K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held SpartanNash as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.