KWM
ACCO icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return