Kingsview Wealth Management’s Acco Brands ACCO Stock Holding History

Kingsview 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
2024 Q4	–	Sell	-106,231	Closed	-$581K	–	1100
2024 Q3	$581K	Sell	106,231 -2,172	-2%	-$11K	0.01%	666
2024 Q2	$509K	Sell	108,403 -290,170	-73%	-$1.45M	0.01%	678
2024 Q1	$2.24M	Sell	398,573 -19,637	-5%	-$117K	0.06%	317
2023 Q4	$2.54M	Sell	418,210 -134,761	-24%	-$715K	0.08%	233
2023 Q3	$3.17M	Buy	552,971 +471,772	+581%	+$2.63M	0.11%	196
2023 Q2	$423K	Buy	81,199 +9,230	+13%	+$46.4K	0.02%	637
2023 Q1	$383K	Buy	+71,969	New	+$412K	0.02%	645
2021 Q3	–	Sell	-41,183	Closed	-$362K	–	885
2021 Q2	$362K	Buy	+41,183	New	+$366K	0.02%	650

Other funds holding ACCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Kingsview Wealth Management's ACCO Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Acco Brands (ACCO) in Q4 2024, closing a stake of 106,231 shares — an estimated $581K sold.

Kingsview Wealth Management first reported a position in ACCO in Q2 2021 and held it in 8 quarters. The position peaked at $3.17M in Q3 2023. 232 funds tracked by Wall St. Rank hold ACCO as of Q4 2024.

Kingsview Wealth Management reported no remaining Acco Brands position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 106,231 Acco Brands shares in Q4 2024, an estimated $581K.
Kingsview Wealth Management first reported a position in Acco Brands in Q2 2021 and held it in 8 quarters.
Kingsview Wealth Management's Acco Brands position peaked at $3.17M in Q3 2023.
232 funds tracked by Wall St. Rank held Acco Brands as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.