Secure Asset Management’s Acco Brands ACCO Stock Holding History

Secure Asset 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	-269,043	Closed	-$1.5M	–	187
2022 Q4	$1.5M	Buy	269,043 +190,072	+241%	+$988K	0.54%	54
2022 Q3	$387K	Buy	78,971 +23,470	+42%	+$149K	0.22%	90
2022 Q2	$362K	Buy	55,501 +38,069	+218%	+$277K	0.2%	101
2022 Q1	$139K	Buy	17,432 +742	+4%	+$6.16K	0.06%	200
2021 Q4	$138K	Buy	16,690 +1,684	+11%	+$14.5K	0.06%	203
2021 Q3	$129K	Buy	15,006 +1,530	+11%	+$13.5K	0.06%	178
2021 Q2	$116K	Buy	+13,476	New	+$120K	0.06%	180

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 $3.37T AUM 44.26% 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

Secure Asset Management's ACCO Position: Q1 2023 in Review

Secure Asset Management sold out of Acco Brands (ACCO) in Q1 2023, closing a stake of 269,043 shares — an estimated $1.5M sold.

Secure Asset Management first reported a position in ACCO in Q2 2021 and held it in 7 quarters. The position peaked at $1.5M in Q4 2022. 208 funds tracked by Wall St. Rank hold ACCO as of Q1 2023.

Secure Asset Management reported no remaining Acco Brands position as of Q1 2023 after selling out during the quarter.
Secure Asset Management sold 269,043 Acco Brands shares in Q1 2023, an estimated $1.5M.
Secure Asset Management first reported a position in Acco Brands in Q2 2021 and held it in 7 quarters.
Secure Asset Management's Acco Brands position peaked at $1.5M in Q4 2022.
208 funds tracked by Wall St. Rank held Acco Brands as of Q1 2023.

Based on Secure Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.