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Garrett Wealth Advisory Group’s Acco Brands ACCO Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-119
Closed -$1.18K – 58
2019
Q3 		$1.18K Buy
+119
New +$1.07K ﹤0.01% 682

Other funds holding ACCO

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Garrett Wealth Advisory Group's ACCO Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Acco Brands (ACCO) in Q4 2019, closing a stake of 119 shares — an estimated $1.18K sold.

Garrett Wealth Advisory Group first reported a position in ACCO in Q3 2019 and held it in 1 quarter. The position peaked at $1.18K in Q3 2019. 196 funds tracked by Wall St. Rank hold ACCO as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Acco Brands position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 119 Acco Brands shares in Q4 2019, an estimated $1.18K.
  • Garrett Wealth Advisory Group first reported a position in Acco Brands in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Acco Brands position peaked at $1.18K in Q3 2019.
  • 196 funds tracked by Wall St. Rank held Acco Brands as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.