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Accurate Wealth Management’s Timken Company TKR Stock Holding History

Accurate Wealth Management’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$1.68K – 1335
2022
Q4 		$1.68K Buy
+23
New +$1.61K ﹤0.01% 1243

Other funds holding TKR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Accurate Wealth Management sold out of Timken Company (TKR) in Q1 2023, closing a stake of 23 shares — an estimated $1.68K sold.

Accurate Wealth Management first reported a position in TKR in Q4 2022 and held it in 1 quarter. The position peaked at $1.68K in Q4 2022. 421 funds tracked by Wall St. Rank hold TKR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Timken Company position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 23 Timken Company shares in Q1 2023, an estimated $1.68K.
  • Accurate Wealth Management first reported a position in Timken Company in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Timken Company position peaked at $1.68K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held Timken Company as of Q1 2023.

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