CAP
ACCO icon

Columbia Advisory Partners’s Acco Brands ACCO Stock Holding History

Columbia Advisory Partners’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
2024
Q1 		– Sell
-17,344
Closed -$105K – 52
2023
Q4 		$105K Sell
17,344
-9,126
-34% -$48.4K 0.11% 62
2023
Q3 		$152K Buy
+26,470
New +$148K 0.17% 65

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 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

Columbia Advisory Partners's ACCO Position: Q1 2024 in Review

Columbia Advisory Partners sold out of Acco Brands (ACCO) in Q1 2024, closing a stake of 17,344 shares — an estimated $105K sold.

Columbia Advisory Partners first reported a position in ACCO in Q3 2023 and held it in 2 quarters. The position peaked at $152K in Q3 2023. 230 funds tracked by Wall St. Rank hold ACCO as of Q1 2024.

  • Columbia Advisory Partners reported no remaining Acco Brands position as of Q1 2024 after selling out during the quarter.
  • Columbia Advisory Partners sold 17,344 Acco Brands shares in Q1 2024, an estimated $105K.
  • Columbia Advisory Partners first reported a position in Acco Brands in Q3 2023 and held it in 2 quarters.
  • Columbia Advisory Partners's Acco Brands position peaked at $152K in Q3 2023.
  • 230 funds tracked by Wall St. Rank held Acco Brands as of Q1 2024.

Based on Columbia Advisory Partners's 13F filing for Q1 2024, filed 15 Apr 2024.