Walled Lake Planning & Wealth Management’s Acco Brands ACCO Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-206	Closed	-$2K	–	103
2021 Q3	$2K	Buy	206 +1	+0.5%	+$9	﹤0.01%	305
2021 Q2	$2K	Buy	205 +1	+0.5%	+$9	﹤0.01%	289
2021 Q1	$2K	Buy	204 +2	+1%	+$17	﹤0.01%	286
2020 Q4	$2K	Buy	202 +2	+1%	+$15	﹤0.01%	274
2020 Q3	$1K	Buy	200 +2	+1%	+$13	﹤0.01%	302
2020 Q2	$1K	Buy	198 +2	+1%	+$12	﹤0.01%	298
2020 Q1	$1K	Buy	196 +3	+2%	+$24	﹤0.01%	285
2019 Q4	$2K	Buy	+193	New	+$1.83K	﹤0.01%	254

Other funds holding ACCO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ACCO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Acco Brands (ACCO) in Q4 2021, closing a stake of 206 shares — an estimated $2K sold.

Walled Lake Planning & Wealth Management first reported a position in ACCO in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 195 funds tracked by Wall St. Rank hold ACCO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Acco Brands position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 206 Acco Brands shares in Q4 2021, an estimated $2K.
Walled Lake Planning & Wealth Management first reported a position in Acco Brands in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Acco Brands position peaked at $2K in Q3 2021.
195 funds tracked by Wall St. Rank held Acco Brands as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.