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Pathstone Family Office’s Acco Brands ACCO Stock Holding History

Pathstone Family Office’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
Q1 		– Sell
-63
Closed -$1K – 661
2020
Q4 		$1K Hold
63
– – ﹤0.01% 1065
2020
Q3 		$0 Sell
63
-63
-50% -$412 ﹤0.01% 785
2020
Q2 		$0 Buy
+126
New +$784 ﹤0.01% 704

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathstone Family Office's ACCO Position: Q1 2021 in Review

Pathstone Family Office sold out of Acco Brands (ACCO) in Q1 2021, closing a stake of 63 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in ACCO in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 189 funds tracked by Wall St. Rank hold ACCO as of Q1 2021.

  • Pathstone Family Office reported no remaining Acco Brands position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 63 Acco Brands shares in Q1 2021, an estimated $1K.
  • Pathstone Family Office first reported a position in Acco Brands in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's Acco Brands position peaked at $1K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Acco Brands as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.