AWM
STR

Accel Wealth Management’s Sitio Royalties STR Stock Holding History

Accel Wealth Management’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,000
Closed -$58K – 967
2021
Q4 		$58K Hold
3,000
– – 0.03% 356
2021
Q3 		$56K Buy
3,000
+1,250
+71% +$23.3K 0.04% 309
2021
Q2 		$36K Hold
1,750
– – 0.02% 405
2021
Q1 		$31K Hold
1,750
– – 0.03% 410
2020
Q4 		$22K Buy
+1,750
New +$17.8K 0.02% 468

Other funds holding STR

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Accel Wealth Management's STR Position: Q1 2022 in Review

Accel Wealth Management sold out of Sitio Royalties (STR) in Q1 2022, closing a stake of 3,000 shares — an estimated $58K sold.

Accel Wealth Management first reported a position in STR in Q4 2020 and held it in 5 quarters. The position peaked at $58K in Q4 2021. 116 funds tracked by Wall St. Rank hold STR as of Q1 2022.

  • Accel Wealth Management reported no remaining Sitio Royalties position as of Q1 2022 after selling out during the quarter.
  • Accel Wealth Management sold 3,000 Sitio Royalties shares in Q1 2022, an estimated $58K.
  • Accel Wealth Management first reported a position in Sitio Royalties in Q4 2020 and held it in 5 quarters.
  • Accel Wealth Management's Sitio Royalties position peaked at $58K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.