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Wipfli Financial Advisors’s Acco Brands ACCO Stock Holding History

Wipfli Financial 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
2022
Q3 		$28K Buy
+5,688
New +$36K ﹤0.01% 1402

Other funds holding ACCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wipfli Financial Advisors's ACCO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Acco Brands (ACCO) in Q3 2022: 5,688 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #1402 among its holdings.

203 funds tracked by Wall St. Rank hold ACCO as of Q3 2022.

  • Wipfli Financial Advisors held 5,688 shares of Acco Brands worth $28K as of Q3 2022.
  • Acco Brands was a new Wipfli Financial Advisors position in Q3 2022.
  • Acco Brands made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1402 holding.
  • 203 funds tracked by Wall St. Rank held Acco Brands as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.