Accurate Wealth Management’s Crown Holdings CCK Stock Holding History

Accurate Wealth Management’s Portfolio CCK Stock Details CCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25	Closed	-$2.13K	–	432
2022 Q4	$2.13K	Buy	+25	New	+$1.99K	﹤0.01%	1191
2022 Q2	–	Sell	-9,743	Closed	-$1.22M	–	161
2022 Q1	$1.22M	Buy	9,743 +4,097	+73%	+$484K	0.55%	39
2021 Q4	$811K	Buy	5,646 +11	+0.2%	+$1.17K	0.66%	40
2021 Q3	$809K	Sell	5,635 -2,301	-29%	-$241K	0.7%	39
2021 Q2	$811K	Buy	+7,936	New	+$837K	0.71%	32

Other funds holding CCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

Accurate Wealth Management sold out of Crown Holdings (CCK) in Q1 2023, closing a stake of 25 shares — an estimated $2.13K sold.

Accurate Wealth Management first reported a position in CCK in Q2 2021 and held it in 5 quarters. The position peaked at $1.22M in Q1 2022. 444 funds tracked by Wall St. Rank hold CCK as of Q1 2023.

Accurate Wealth Management reported no remaining Crown Holdings position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 25 Crown Holdings shares in Q1 2023, an estimated $2.13K.
Accurate Wealth Management first reported a position in Crown Holdings in Q2 2021 and held it in 5 quarters.
Accurate Wealth Management's Crown Holdings position peaked at $1.22M in Q1 2022.
444 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2023.

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