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%	1399
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%	1366

Other funds holding ACCO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return