Next Financial Group’s Acco Brands ACCO Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	80	–	–	﹤0.01%	2683
2021 Q3	$1K	Hold	80	–	–	﹤0.01%	2558
2021 Q2	$1K	Hold	80	–	–	﹤0.01%	2477
2021 Q1	$1K	Hold	80	–	–	﹤0.01%	2360
2020 Q4	$1K	Hold	80	–	–	﹤0.01%	2242
2020 Q3	$0	Buy	+80	New	+$523	﹤0.01%	2174
2020 Q2	–	Sell	-80	Closed	–	–	603
2020 Q1	$0	Hold	80	–	–	﹤0.01%	2095
2019 Q4	$1K	Hold	80	–	–	﹤0.01%	2244
2019 Q3	$1K	Buy	+80	New	+$722	﹤0.01%	2183
2018 Q4	–	Sell	-118	Closed	-$1K	–	1935
2018 Q3	$1K	Buy	+118	New	+$1.51K	﹤0.01%	1362
2017 Q4	–	Sell	-117	Closed	-$2K	–	285
2017 Q3	$2K	Buy	+117	New	+$1.33K	﹤0.01%	1577
2017 Q1	–	Sell	-197	Closed	-$3K	–	1865
2016 Q4	$3K	Hold	197	–	–	﹤0.01%	2054
2016 Q3	$2K	Buy	+197	New	+$2.02K	﹤0.01%	2125
2014 Q4	–	Sell	-1,197	Closed	-$8K	–	1884
2014 Q3	$8K	Hold	1,197	–	–	﹤0.01%	1851
2014 Q2	$8K	Buy	+1,197	New	+$7.32K	﹤0.01%	820

Other funds holding ACCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Next Financial Group's ACCO Position: Q4 2021 in Review

Next Financial Group held its Acco Brands (ACCO) position steady in Q4 2021 at 80 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

Next Financial Group first reported a position in ACCO in Q2 2014 and has held it in 15 quarters since. The position peaked at $8K in Q3 2014. 195 funds tracked by Wall St. Rank hold ACCO as of Q4 2021.

Next Financial Group held 80 shares of Acco Brands worth $1K as of Q4 2021.
Next Financial Group left its Acco Brands share count unchanged in Q4 2021.
Acco Brands made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2683 holding.
Next Financial Group first reported a position in Acco Brands in Q2 2014 and has held it in 15 quarters since.
Next Financial Group's Acco Brands position peaked at $8K in Q3 2014.
195 funds tracked by Wall St. Rank held Acco Brands as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.