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Belpointe Asset Management’s Acco Brands ACCO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-184
Closed -$979 – 632
2023
Q1 		$979 Buy
184
+127
+223% +$726 ﹤0.01% 3482
2022
Q4 		$319 Buy
+57
New +$296 ﹤0.01% 3589

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Belpointe Asset Management's ACCO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Acco Brands (ACCO) in Q2 2023, closing a stake of 184 shares — an estimated $979 sold.

Belpointe Asset Management first reported a position in ACCO in Q4 2022 and held it in 2 quarters. The position peaked at $979 in Q1 2023. 216 funds tracked by Wall St. Rank hold ACCO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Acco Brands position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 184 Acco Brands shares in Q2 2023, an estimated $979.
  • Belpointe Asset Management first reported a position in Acco Brands in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Acco Brands position peaked at $979 in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Acco Brands as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.