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Arete Wealth Advisors’s Acco Brands ACCO Stock Holding History

Arete Wealth Advisors’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
2024
Q4 		– Sell
-46,161
Closed -$252K – 745
2024
Q3 		$252K Buy
46,161
+10,801
+31% +$54.6K 0.02% 576
2024
Q2 		$165K Sell
35,360
-995
-3% -$4.96K 0.01% 675
2024
Q1 		$204K Buy
36,355
+2,009
+6% +$11.9K 0.02% 375
2023
Q4 		$209K Hold
34,346
– – 0.02% 667
2023
Q3 		$197K Buy
+34,346
New +$192K 0.03% 438

Other funds holding ACCO

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arete Wealth Advisors's ACCO Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Acco Brands (ACCO) in Q4 2024, closing a stake of 46,161 shares — an estimated $252K sold.

Arete Wealth Advisors first reported a position in ACCO in Q3 2023 and held it in 5 quarters. The position peaked at $252K in Q3 2024. 232 funds tracked by Wall St. Rank hold ACCO as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Acco Brands position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 46,161 Acco Brands shares in Q4 2024, an estimated $252K.
  • Arete Wealth Advisors first reported a position in Acco Brands in Q3 2023 and held it in 5 quarters.
  • Arete Wealth Advisors's Acco Brands position peaked at $252K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Acco Brands as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.