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Bogart Wealth LLC’s Acco Brands ACCO Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-502
Closed -$2.64K – 1406
2024
Q4 		$2.64K Hold
502
– – ﹤0.01% 1042
2024
Q3 		$2.75K Buy
+502
New +$2.54K ﹤0.01% 926

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bogart Wealth LLC's ACCO Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Acco Brands (ACCO) in Q1 2025, closing a stake of 502 shares — an estimated $2.64K sold.

Bogart Wealth LLC first reported a position in ACCO in Q3 2024 and held it in 2 quarters. The position peaked at $2.75K in Q3 2024. 222 funds tracked by Wall St. Rank hold ACCO as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Acco Brands position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 502 Acco Brands shares in Q1 2025, an estimated $2.64K.
  • Bogart Wealth LLC first reported a position in Acco Brands in Q3 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's Acco Brands position peaked at $2.75K in Q3 2024.
  • 222 funds tracked by Wall St. Rank held Acco Brands as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.