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BCWM
Bartlett & Co Wealth Management’s
Acco Brands
ACCO
Stock Holding History
Bartlett & Co 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
2026
Q1
$752
Hold
188
–
–
﹤0.01%
1152
2025
Q4
$701
Hold
188
–
–
﹤0.01%
1160
2025
Q3
$750
Hold
188
–
–
﹤0.01%
1129
2025
Q2
$673
Hold
188
–
–
﹤0.01%
1159
2025
Q1
$788
Hold
188
–
–
﹤0.01%
1130
2024
Q4
$987
Hold
188
–
–
﹤0.01%
1074
2024
Q3
$1.03K
Hold
188
–
–
﹤0.01%
1076
2024
Q2
$884
Hold
188
–
–
﹤0.01%
1092
2024
Q1
$1.05K
Hold
188
–
–
﹤0.01%
1069
2023
Q4
$1.11K
Hold
188
–
–
﹤0.01%
1185
2023
Q3
$1.08K
Hold
188
–
–
﹤0.01%
1109
2023
Q2
$979
Hold
188
–
–
﹤0.01%
1101
2023
Q1
$1.01K
Hold
188
–
–
﹤0.01%
1012
2022
Q4
$1.05K
Hold
188
–
–
﹤0.01%
1047
2022
Q3
$921
Hold
188
–
–
﹤0.01%
1119
2022
Q2
$1.23K
Hold
188
–
–
﹤0.01%
1226
2022
Q1
$1.5K
Buy
+188
New
+$1.56K
﹤0.01%
1010
2021
Q4
–
Sell
-188
Closed
-$1.61K
–
407
2021
Q3
$1.61K
Hold
188
–
–
﹤0.01%
887
2021
Q2
$1.62K
Hold
188
–
–
﹤0.01%
884
2021
Q1
$1.59K
Hold
188
–
–
﹤0.01%
912
2020
Q4
$1.59K
Buy
+188
New
+$1.36K
﹤0.01%
956
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1-Year Est. Return
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1-Year Est. Return
VCM
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$4.04T AUM
American Century Companies
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$194B AUM
35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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