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Heritage Wealth Management (Arizona)’s Acco Brands ACCO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		– Sell
-150
Closed -$1K – 989
2022
Q1 		$1K Buy
+150
New +$1.24K ﹤0.01% 926

Other funds holding ACCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Heritage Wealth Management (Arizona)'s ACCO Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Acco Brands (ACCO) in Q2 2022, closing a stake of 150 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in ACCO in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 195 funds tracked by Wall St. Rank hold ACCO as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Acco Brands position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 Acco Brands shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Acco Brands in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Acco Brands position peaked at $1K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held Acco Brands as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.