WA
ACCO icon

Wealth Alliance’s Acco Brands ACCO Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-10,000
Closed -$52.1K – 489
2023
Q2 		$52.1K Hold
10,000
– – 0.01% 504
2023
Q1 		$53.2K Buy
+10,000
New +$57.2K 0.01% 494
2022
Q4 		– Sell
-10,000
Closed -$49K – 487
2022
Q3 		$49K Buy
+10,000
New +$63.3K 0.01% 443

Other funds holding ACCO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Alliance's ACCO Position: Q3 2023 in Review

Wealth Alliance sold out of Acco Brands (ACCO) in Q3 2023, closing a stake of 10,000 shares — an estimated $52.1K sold.

Wealth Alliance first reported a position in ACCO in Q3 2022 and held it in 3 quarters. The position peaked at $53.2K in Q1 2023. 215 funds tracked by Wall St. Rank hold ACCO as of Q3 2023.

  • Wealth Alliance reported no remaining Acco Brands position as of Q3 2023 after selling out during the quarter.
  • Wealth Alliance sold 10,000 Acco Brands shares in Q3 2023, an estimated $52.1K.
  • Wealth Alliance first reported a position in Acco Brands in Q3 2022 and held it in 3 quarters.
  • Wealth Alliance's Acco Brands position peaked at $53.2K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Acco Brands as of Q3 2023.

Based on Wealth Alliance's 13F filing for Q3 2023, filed 9 Nov 2023.