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Heritage Wealth Advisors’s Acco Brands ACCO Stock Holding History

Heritage Wealth Advisors’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
-10,000
Closed -$60.8K – 542
2023
Q4 		$60.8K Buy
+10,000
New +$53K ﹤0.01% 319

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

Heritage Wealth Advisors's ACCO Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Acco Brands (ACCO) in Q1 2024, closing a stake of 10,000 shares — an estimated $60.8K sold.

Heritage Wealth Advisors first reported a position in ACCO in Q4 2023 and held it in 1 quarter. The position peaked at $60.8K in Q4 2023. 230 funds tracked by Wall St. Rank hold ACCO as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Acco Brands position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 10,000 Acco Brands shares in Q1 2024, an estimated $60.8K.
  • Heritage Wealth Advisors first reported a position in Acco Brands in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Acco Brands position peaked at $60.8K in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Acco Brands as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.