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Orion Portfolio Solutions’s Acco Brands ACCO Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-117
Closed -$1K – 452
2020
Q2 		$1K Hold
117
– – ﹤0.01% 1887
2020
Q1 		$1K Hold
117
– – ﹤0.01% 1667
2019
Q4 		$1K Buy
+117
New +$1.11K ﹤0.01% 1598

Other funds holding ACCO

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Orion Portfolio Solutions's ACCO Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Acco Brands (ACCO) in Q3 2020, closing a stake of 117 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in ACCO in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 191 funds tracked by Wall St. Rank hold ACCO as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Acco Brands position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 117 Acco Brands shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Acco Brands in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Acco Brands position peaked at $1K in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Acco Brands as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.