AWM
UFCS icon

Accel Wealth Management’s United Fire Group UFCS Stock Holding History

Accel Wealth Management’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,985
Closed -$52.7K – 819
2023
Q1 		$52.7K Buy
1,985
+1
+0.1% +$28 0.02% 466
2022
Q4 		$54.3K Buy
1,984
+1
+0.1% +$29 0.03% 342
2022
Q3 		$59K Hold
1,983
– – 0.03% 333
2022
Q2 		$66K Hold
1,983
– – 0.04% 303
2022
Q1 		$63K Hold
1,983
– – 0.03% 327
2021
Q4 		$46K Sell
1,983
-57
-3% -$1.28K 0.02% 393
2021
Q3 		$47K Hold
2,040
– – 0.03% 334
2021
Q2 		$57K Hold
2,040
– – 0.04% 321
2021
Q1 		$71K Hold
2,040
– – 0.06% 265
2020
Q4 		$51K Buy
+2,040
New +$46.5K 0.05% 292

Other funds holding UFCS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return