Baystate Wealth Management’s Acco Brands ACCO Stock Holding History

Baystate 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
2021 Q4	–	Sell	-14	Closed	–	–	871
2021 Q3	$0	Hold	14	–	–	﹤0.01%	828
2021 Q2	$0	Hold	14	–	–	﹤0.01%	794
2021 Q1	$0	Hold	14	–	–	﹤0.01%	722
2020 Q4	$0	Hold	14	–	–	﹤0.01%	668
2020 Q3	$0	Buy	14 +1	+8%	+$7	﹤0.01%	631
2020 Q2	$0	Sell	13 -1	-7%	-$6	﹤0.01%	644
2020 Q1	$0	Hold	14	–	–	﹤0.01%	591
2019 Q4	$0	Hold	14	–	–	﹤0.01%	615
2019 Q3	$0	Buy	14 +1	+8%	+$9	﹤0.01%	570
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	521
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	532
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	536
2018 Q3	$1K	Hold	13	–	–	﹤0.01%	552
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	571
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	531
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	536
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	520
2017 Q2	$1K	Sell	13 -479	-97%	-$5.96K	﹤0.01%	533
2017 Q1	$7K	Buy	+492	New	+$6.4K	﹤0.01%	359

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Baystate Wealth Management's ACCO Position: Q4 2021 in Review

Baystate Wealth Management sold out of Acco Brands (ACCO) in Q4 2021, closing a stake of 14 shares.

Baystate Wealth Management first reported a position in ACCO in Q1 2017 and held it in 19 quarters. The position peaked at $7K in Q1 2017. 195 funds tracked by Wall St. Rank hold ACCO as of Q4 2021.

Baystate Wealth Management reported no remaining Acco Brands position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 14 Acco Brands shares in Q4 2021.
Baystate Wealth Management first reported a position in Acco Brands in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's Acco Brands position peaked at $7K in Q1 2017.
195 funds tracked by Wall St. Rank held Acco Brands as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.