1W
ACN icon

1776 Wealth’s Accenture ACN Stock Holding History

1776 Wealth’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,894
Closed -$541K – 138
2023
Q1 		$541K Buy
1,894
+80
+4% +$21.8K 0.33% 55
2022
Q4 		$484K Sell
1,814
-17
-0.9% -$4.7K 0.35% 57
2022
Q3 		$471K Hold
1,831
– – 0.36% 51
2022
Q2 		$508K Sell
1,831
-70
-4% -$21K 0.36% 55
2022
Q1 		$641K Sell
1,901
-30
-2% -$10.1K 0.37% 45
2021
Q4 		$800K Sell
1,931
-29
-1% -$10.6K 0.43% 41
2021
Q3 		$627K Sell
1,960
-361
-16% -$117K 0.36% 43
2021
Q2 		$684K Hold
2,321
– – 0.39% 44
2021
Q1 		$622K Sell
2,321
-57
-2% -$14.7K 0.39% 45
2020
Q4 		$621K Buy
2,378
+34
+1% +$8.15K 0.39% 46
2020
Q3 		$529K Buy
2,344
+36
+2% +$8.25K 0.38% 43
2020
Q2 		$495K Sell
2,308
-1,405
-38% -$266K 0.34% 43
2020
Q1 		$702K Buy
3,713
+2,070
+126% +$399K 0.3% 58
2019
Q4 		$365K Buy
+1,643
New +$320K 0.31% 57

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1776 Wealth's ACN Position: Q2 2023 in Review

1776 Wealth sold out of Accenture (ACN) in Q2 2023, closing a stake of 1,894 shares — an estimated $541K sold.

1776 Wealth first reported a position in ACN in Q4 2019 and held it in 14 quarters. The position peaked at $800K in Q4 2021. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

  • 1776 Wealth reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
  • 1776 Wealth sold 1,894 Accenture shares in Q2 2023, an estimated $541K.
  • 1776 Wealth first reported a position in Accenture in Q4 2019 and held it in 14 quarters.
  • 1776 Wealth's Accenture position peaked at $800K in Q4 2021.
  • 2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on 1776 Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.