EI
ACCO icon

Ellevest Inc’s Acco Brands ACCO Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-1,227
Closed -$6.53K – 366
2023
Q1 		$6.53K Buy
1,227
+998
+436% +$5.71K ﹤0.01% 1139
2022
Q4 		$1.28K Buy
+229
New +$1.19K ﹤0.01% 1464
2022
Q3 		– Sell
-120
Closed -$1K – 1569
2022
Q2 		$1K Sell
120
-154
-56% -$1.12K ﹤0.01% 1200
2022
Q1 		$2K Sell
274
-246
-47% -$2.04K ﹤0.01% 1166
2021
Q4 		$4K Buy
520
+169
+48% +$1.46K ﹤0.01% 1029
2021
Q3 		$3K Sell
351
-17
-5% -$150 ﹤0.01% 1044
2021
Q2 		$3K Buy
368
+120
+48% +$1.07K ﹤0.01% 957
2021
Q1 		$2K Hold
248
– – ﹤0.01% 1025
2020
Q4 		$2K Buy
248
+204
+464% +$1.48K ﹤0.01% 950
2020
Q3 		$0 Buy
+44
New +$288 ﹤0.01% 1115

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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's ACCO Position: Q2 2023 in Review

Ellevest Inc sold out of Acco Brands (ACCO) in Q2 2023, closing a stake of 1,227 shares — an estimated $6.53K sold.

Ellevest Inc first reported a position in ACCO in Q3 2020 and held it in 10 quarters. The position peaked at $6.53K in Q1 2023. 216 funds tracked by Wall St. Rank hold ACCO as of Q2 2023.

  • Ellevest Inc reported no remaining Acco Brands position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,227 Acco Brands shares in Q2 2023, an estimated $6.53K.
  • Ellevest Inc first reported a position in Acco Brands in Q3 2020 and held it in 10 quarters.
  • Ellevest Inc's Acco Brands position peaked at $6.53K in Q1 2023.
  • 216 funds tracked by Wall St. Rank held Acco Brands as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.