AWM
CECO icon

Axxcess Wealth Management’s Ceco Environmental CECO Stock Holding History

Axxcess Wealth Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,201
Closed -$127K – 554
2022
Q2 		$127K Buy
21,201
+2,000
+10% +$11.1K 0.01% 513
2022
Q1 		$105K Buy
19,201
+1,000
+5% +$5.84K 0.01% 615
2021
Q4 		$113K Buy
+18,201
New +$121K 0.01% 610

Other funds holding CECO

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Axxcess Wealth Management's CECO Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Ceco Environmental (CECO) in Q3 2022, closing a stake of 21,201 shares — an estimated $127K sold.

Axxcess Wealth Management first reported a position in CECO in Q4 2021 and held it in 3 quarters. The position peaked at $127K in Q2 2022. 113 funds tracked by Wall St. Rank hold CECO as of Q3 2022.

  • Axxcess Wealth Management reported no remaining Ceco Environmental position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 21,201 Ceco Environmental shares in Q3 2022, an estimated $127K.
  • Axxcess Wealth Management first reported a position in Ceco Environmental in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Ceco Environmental position peaked at $127K in Q2 2022.
  • 113 funds tracked by Wall St. Rank held Ceco Environmental as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.