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Ritholtz Wealth Management’s Acco Brands ACCO Stock Holding History

Ritholtz 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
2022
Q3 		– Sell
-10,000
Closed -$65K – 712
2022
Q2 		$65K Hold
10,000
– – ﹤0.01% 532
2022
Q1 		$80K Buy
+10,000
New +$83K 0.01% 534

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ritholtz Wealth Management's ACCO Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of Acco Brands (ACCO) in Q3 2022, closing a stake of 10,000 shares — an estimated $65K sold.

Ritholtz Wealth Management first reported a position in ACCO in Q1 2022 and held it in 2 quarters. The position peaked at $80K in Q1 2022. 203 funds tracked by Wall St. Rank hold ACCO as of Q3 2022.

  • Ritholtz Wealth Management reported no remaining Acco Brands position as of Q3 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 10,000 Acco Brands shares in Q3 2022, an estimated $65K.
  • Ritholtz Wealth Management first reported a position in Acco Brands in Q1 2022 and held it in 2 quarters.
  • Ritholtz Wealth Management's Acco Brands position peaked at $80K in Q1 2022.
  • 203 funds tracked by Wall St. Rank held Acco Brands as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.