Accel Wealth Management’s Trekor Metals TGB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,000	Closed	-$4.98K	–	787
2023 Q1	$4.98K	Hold	3,000	–	–	﹤0.01%	1015
2022 Q4	$4.41K	Hold	3,000	–	–	﹤0.01%	829
2022 Q3	$4K	Hold	3,000	–	–	﹤0.01%	880
2022 Q2	$3K	Hold	3,000	–	–	﹤0.01%	873
2022 Q1	$7K	Hold	3,000	–	–	﹤0.01%	766
2021 Q4	$6K	Hold	3,000	–	–	﹤0.01%	799
2021 Q3	$6K	Hold	3,000	–	–	﹤0.01%	726
2021 Q2	$6K	Hold	3,000	–	–	﹤0.01%	776
2021 Q1	$5K	Hold	3,000	–	–	﹤0.01%	761
2020 Q4	$4K	Buy	+3,000	New	+$3.18K	﹤0.01%	742

Other funds holding TGB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Accel Wealth Management sold out of Trekor Metals (TGB) in Q2 2023, closing a stake of 3,000 shares — an estimated $4.98K sold.

Accel Wealth Management first reported a position in TGB in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q1 2022. 90 funds tracked by Wall St. Rank hold TGB as of Q2 2023.

Accel Wealth Management reported no remaining Trekor Metals position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 3,000 Trekor Metals shares in Q2 2023, an estimated $4.98K.
Accel Wealth Management first reported a position in Trekor Metals in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Trekor Metals position peaked at $7K in Q1 2022.
90 funds tracked by Wall St. Rank held Trekor Metals as of Q2 2023.

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