TCI Wealth Advisors’s Acco Brands ACCO Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-983	Closed	-$5.23K	–	214
2023 Q1	$5.23K	Hold	983	–	–	﹤0.01%	1496
2022 Q4	$5.5K	Buy	983 +956	+3,541%	+$4.97K	﹤0.01%	1462
2022 Q3	$0	Hold	27	–	–	﹤0.01%	2224
2022 Q2	$0	Sell	27 -567	-95%	-$4.13K	﹤0.01%	2247
2022 Q1	$5K	Hold	594	–	–	﹤0.01%	1494
2021 Q4	$5K	Buy	594 +568	+2,185%	+$4.89K	﹤0.01%	1612
2021 Q3	$0	Hold	26	–	–	﹤0.01%	2359
2021 Q2	$0	Sell	26 -213	-89%	-$1.89K	﹤0.01%	2301
2021 Q1	$2K	Buy	239 +214	+856%	+$1.84K	﹤0.01%	1640
2020 Q4	$0	Hold	25	–	–	﹤0.01%	1525
2020 Q3	$0	Hold	25	–	–	﹤0.01%	1518
2020 Q2	$0	Sell	25 -24	-49%	-$149	﹤0.01%	1437
2020 Q1	$0	Buy	49 +25	+104%	+$198	﹤0.01%	1441
2019 Q4	$0	Hold	24	–	–	﹤0.01%	1515
2019 Q3	$0	Hold	24	–	–	﹤0.01%	1481
2019 Q2	$0	Hold	24	–	–	﹤0.01%	1398
2019 Q1	$0	Hold	24	–	–	﹤0.01%	1398
2018 Q4	$0	Buy	24 +1	+4%	+$9	﹤0.01%	1419
2018 Q3	$0	Hold	23	–	–	﹤0.01%	1453
2018 Q2	$0	Hold	23	–	–	﹤0.01%	1493
2018 Q1	$0	Hold	23	–	–	﹤0.01%	1338
2017 Q4	$0	Buy	+23	New	+$296	﹤0.01%	1365

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

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

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

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

Millennium Management New York $276B AUM 44.8% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's ACCO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Acco Brands (ACCO) in Q2 2023, closing a stake of 983 shares — an estimated $5.23K sold.

TCI Wealth Advisors first reported a position in ACCO in Q4 2017 and held it in 22 quarters. The position peaked at $5.5K in Q4 2022. 216 funds tracked by Wall St. Rank hold ACCO as of Q2 2023.

TCI Wealth Advisors reported no remaining Acco Brands position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 983 Acco Brands shares in Q2 2023, an estimated $5.23K.
TCI Wealth Advisors first reported a position in Acco Brands in Q4 2017 and held it in 22 quarters.
TCI Wealth Advisors's Acco Brands position peaked at $5.5K in Q4 2022.
216 funds tracked by Wall St. Rank held Acco Brands as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.