CFFP
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Center for Financial Planning’s Acco Brands ACCO Stock Holding History

Center for Financial Planning’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
2022
Q3 		– Sell
-625
Closed -$4K – 635
2022
Q2 		$4K Buy
625
+369
+144% +$2.69K ﹤0.01% 429
2022
Q1 		$2K Buy
+256
New +$2.12K ﹤0.01% 466

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Center for Financial Planning's ACCO Position: Q3 2022 in Review

Center for Financial Planning sold out of Acco Brands (ACCO) in Q3 2022, closing a stake of 625 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in ACCO in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 203 funds tracked by Wall St. Rank hold ACCO as of Q3 2022.

  • Center for Financial Planning reported no remaining Acco Brands position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 625 Acco Brands shares in Q3 2022, an estimated $4K.
  • Center for Financial Planning first reported a position in Acco Brands in Q1 2022 and held it in 2 quarters.
  • Center for Financial Planning's Acco Brands position peaked at $4K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Acco Brands as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.