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Avior Wealth Management’s Acco Brands ACCO Stock Holding History

Avior 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
2024
Q2 		– Sell
-18
Closed -$100 – 2261
2024
Q1 		$100 Buy
+18
New +$107 ﹤0.01% 3189

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
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
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avior Wealth Management's ACCO Position: Q2 2024 in Review

Avior Wealth Management sold out of Acco Brands (ACCO) in Q2 2024, closing a stake of 18 shares — an estimated $100 sold.

Avior Wealth Management first reported a position in ACCO in Q1 2024 and held it in 1 quarter. The position peaked at $100 in Q1 2024. 225 funds tracked by Wall St. Rank hold ACCO as of Q2 2024.

  • Avior Wealth Management reported no remaining Acco Brands position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 18 Acco Brands shares in Q2 2024, an estimated $100.
  • Avior Wealth Management first reported a position in Acco Brands in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Acco Brands position peaked at $100 in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Acco Brands as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.