Cary Street Partners Investment Advisory’s Acco Brands ACCO Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-894	Closed	-$5.13K	–	656
2023 Q3	$5.13K	Hold	894	–	–	﹤0.01%	1470
2023 Q2	$4.66K	Hold	894	–	–	﹤0.01%	1431
2023 Q1	$4.76K	Hold	894	–	–	﹤0.01%	1336
2022 Q4	$5K	Buy	+894	New	+$4.64K	﹤0.01%	1330
2020 Q4	–	Sell	-1,119	Closed	-$6K	–	357
2020 Q3	$6K	Buy	+1,119	New	+$7.32K	﹤0.01%	816

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 $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cary Street Partners Investment Advisory's ACCO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Acco Brands (ACCO) in Q4 2023, closing a stake of 894 shares — an estimated $5.13K sold.

Cary Street Partners Investment Advisory first reported a position in ACCO in Q3 2020 and held it in 5 quarters. The position peaked at $6K in Q3 2020. 222 funds tracked by Wall St. Rank hold ACCO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Acco Brands position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 894 Acco Brands shares in Q4 2023, an estimated $5.13K.
Cary Street Partners Investment Advisory first reported a position in Acco Brands in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's Acco Brands position peaked at $6K in Q3 2020.
222 funds tracked by Wall St. Rank held Acco Brands as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.