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Eads & Heald Wealth Management’s Acco Brands ACCO Stock Holding History

Eads & Heald Wealth Management’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
Q4 		– Sell
-10,060
Closed -$49K – 146
2022
Q3 		$49K Buy
+10,060
New +$63.7K 0.03% 143

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
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Eads & Heald Wealth Management's ACCO Position: Q4 2022 in Review

Eads & Heald Wealth Management sold out of Acco Brands (ACCO) in Q4 2022, closing a stake of 10,060 shares — an estimated $49K sold.

Eads & Heald Wealth Management first reported a position in ACCO in Q3 2022 and held it in 1 quarter. The position peaked at $49K in Q3 2022. 208 funds tracked by Wall St. Rank hold ACCO as of Q4 2022.

  • Eads & Heald Wealth Management reported no remaining Acco Brands position as of Q4 2022 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 10,060 Acco Brands shares in Q4 2022, an estimated $49K.
  • Eads & Heald Wealth Management first reported a position in Acco Brands in Q3 2022 and held it in 1 quarter.
  • Eads & Heald Wealth Management's Acco Brands position peaked at $49K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Acco Brands as of Q4 2022.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2022, filed 27 Jan 2023.