Capital Advisors Ltd’s Acco Brands ACCO Stock Holding History

Capital Advisors Ltd’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 Q3	–	Sell	-312	Closed	-$2K	–	1255
2023 Q2	$2K	Buy	+312	New	+$1.57K	﹤0.01%	986

Other funds holding ACCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Advisors Ltd's ACCO Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Acco Brands (ACCO) in Q3 2023, closing a stake of 312 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in ACCO in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 215 funds tracked by Wall St. Rank hold ACCO as of Q3 2023.

Capital Advisors Ltd reported no remaining Acco Brands position as of Q3 2023 after selling out during the quarter.
Capital Advisors Ltd sold 312 Acco Brands shares in Q3 2023, an estimated $2K.
Capital Advisors Ltd first reported a position in Acco Brands in Q2 2023 and held it in 1 quarter.
Capital Advisors Ltd's Acco Brands position peaked at $2K in Q2 2023.
215 funds tracked by Wall St. Rank held Acco Brands as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.