Avantax Advisory Services’s Acco Brands ACCO Stock Holding History

Avantax Advisory Services’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
2022 Q4	–	Sell	-13,605	Closed	-$67K	–	1422
2022 Q3	$67K	Hold	13,605	–	–	﹤0.01%	1289
2022 Q2	$89K	Buy	+13,605	New	+$99.1K	﹤0.01%	1256

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's ACCO Position: Q4 2022 in Review

Avantax Advisory Services sold out of Acco Brands (ACCO) in Q4 2022, closing a stake of 13,605 shares — an estimated $67K sold.

Avantax Advisory Services first reported a position in ACCO in Q2 2022 and held it in 2 quarters. The position peaked at $89K in Q2 2022. 208 funds tracked by Wall St. Rank hold ACCO as of Q4 2022.

Avantax Advisory Services reported no remaining Acco Brands position as of Q4 2022 after selling out during the quarter.
Avantax Advisory Services sold 13,605 Acco Brands shares in Q4 2022, an estimated $67K.
Avantax Advisory Services first reported a position in Acco Brands in Q2 2022 and held it in 2 quarters.
Avantax Advisory Services's Acco Brands position peaked at $89K in Q2 2022.
208 funds tracked by Wall St. Rank held Acco Brands as of Q4 2022.

Based on Avantax Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.