PFG Private Wealth Management’s Acco Brands ACCO Stock Holding History

PFG Private 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
2023 Q1	–	Sell	-18	Closed	–	–	286
2022 Q4	$0	Buy	+18	New	+$94	﹤0.01%	344

Other funds holding ACCO

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG Private Wealth Management's ACCO Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Acco Brands (ACCO) in Q1 2023, closing a stake of 18 shares.

PFG Private Wealth Management first reported a position in ACCO in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 208 funds tracked by Wall St. Rank hold ACCO as of Q1 2023.

PFG Private Wealth Management reported no remaining Acco Brands position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 18 Acco Brands shares in Q1 2023.
PFG Private Wealth Management first reported a position in Acco Brands in Q4 2022 and held it in 1 quarter.
PFG Private Wealth Management's Acco Brands position peaked at $0 in Q4 2022.
208 funds tracked by Wall St. Rank held Acco Brands as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.