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Gerber Kawasaki Wealth & Investment Management’s Acco Brands ACCO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-2,365
Closed -$20K – 284
2021
Q3 		$20K Buy
+2,365
New +$20.8K ﹤0.01% 505

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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ACCO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Acco Brands (ACCO) in Q4 2021, closing a stake of 2,365 shares — an estimated $20K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ACCO in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 195 funds tracked by Wall St. Rank hold ACCO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Acco Brands position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,365 Acco Brands shares in Q4 2021, an estimated $20K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Acco Brands in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Acco Brands position peaked at $20K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Acco Brands as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.