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ICA Group Wealth Management’s Acco Brands ACCO Stock Holding History

ICA Group Wealth 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
2023
Q2 		– Sell
-56
Closed -$297 – 1335
2023
Q1 		$297 Hold
56
– – ﹤0.01% 1227
2022
Q4 		$312 Buy
+56
New +$291 ﹤0.01% 1261

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 $3.38T AUM 44.17% 1-Year Est. Return

ICA Group Wealth Management's ACCO Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Acco Brands (ACCO) in Q2 2023, closing a stake of 56 shares — an estimated $297 sold.

ICA Group Wealth Management first reported a position in ACCO in Q4 2022 and held it in 2 quarters. The position peaked at $312 in Q4 2022. 216 funds tracked by Wall St. Rank hold ACCO as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Acco Brands position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 56 Acco Brands shares in Q2 2023, an estimated $297.
  • ICA Group Wealth Management first reported a position in Acco Brands in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Acco Brands position peaked at $312 in Q4 2022.
  • 216 funds tracked by Wall St. Rank held Acco Brands as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.