AWM
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Accurate Wealth Management’s Acco Brands ACCO Stock Holding History

Accurate Wealth Management’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$1.19K – 257
2022
Q4 		$1.19K Buy
+200
New +$1.04K ﹤0.01% 1333

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Accurate Wealth Management sold out of Acco Brands (ACCO) in Q1 2023, closing a stake of 200 shares — an estimated $1.19K sold.

Accurate Wealth Management first reported a position in ACCO in Q4 2022 and held it in 1 quarter. The position peaked at $1.19K in Q4 2022. 208 funds tracked by Wall St. Rank hold ACCO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Acco Brands position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 200 Acco Brands shares in Q1 2023, an estimated $1.19K.
  • Accurate Wealth Management first reported a position in Acco Brands in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Acco Brands position peaked at $1.19K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Acco Brands as of Q1 2023.

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