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Accurate Wealth Management’s Amalgamated Financial AMAL Stock Holding History

Accurate Wealth Management’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-36
Closed -$842 – 293
2022
Q4 		$842 Buy
+36
New +$872 ﹤0.01% 1408

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Accurate Wealth Management's AMAL Position: Q1 2023 in Review

Accurate Wealth Management sold out of Amalgamated Financial (AMAL) in Q1 2023, closing a stake of 36 shares — an estimated $842 sold.

Accurate Wealth Management first reported a position in AMAL in Q4 2022 and held it in 1 quarter. The position peaked at $842 in Q4 2022. 118 funds tracked by Wall St. Rank hold AMAL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Amalgamated Financial position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 36 Amalgamated Financial shares in Q1 2023, an estimated $842.
  • Accurate Wealth Management first reported a position in Amalgamated Financial in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Amalgamated Financial position peaked at $842 in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.