AWM
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Accurate Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Accurate Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30
Closed -$988 – 1290
2022
Q4 		$988 Buy
+30
New +$882 ﹤0.01% 1371

Other funds holding STRL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Accurate Wealth Management sold out of Sterling Infrastructure (STRL) in Q1 2023, closing a stake of 30 shares — an estimated $988 sold.

Accurate Wealth Management first reported a position in STRL in Q4 2022 and held it in 1 quarter. The position peaked at $988 in Q4 2022. 229 funds tracked by Wall St. Rank hold STRL as of Q1 2023.

  • Accurate Wealth Management reported no remaining Sterling Infrastructure position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 30 Sterling Infrastructure shares in Q1 2023, an estimated $988.
  • Accurate Wealth Management first reported a position in Sterling Infrastructure in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Sterling Infrastructure position peaked at $988 in Q4 2022.
  • 229 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q1 2023.

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