1834 Investment Advisors’s Accenture ACN Stock Holding History

1834 Investment Advisors’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
2021 Q3	–	Sell	-72	Closed	-$21K	–	478
2021 Q2	$21K	Hold	72	–	–	﹤0.01%	357
2021 Q1	$20K	Hold	72	–	–	﹤0.01%	324
2020 Q4	$19K	Hold	72	–	–	﹤0.01%	318
2020 Q3	$16K	Sell	72 -37	-34%	-$8.47K	﹤0.01%	315
2020 Q2	$23K	Buy	109 +37	+51%	+$7K	﹤0.01%	282
2020 Q1	$12K	Hold	72	–	–	﹤0.01%	322
2019 Q4	$15K	Hold	72	–	–	﹤0.01%	345
2019 Q3	$14K	Hold	72	–	–	﹤0.01%	349
2019 Q2	$13K	Buy	+72	New	+$12.9K	﹤0.01%	353
2018 Q3	–	Sell	-55	Closed	-$9K	–	399
2018 Q2	$9K	Hold	55	–	–	﹤0.01%	374
2018 Q1	$8K	Sell	55 -125	-69%	-$19.8K	﹤0.01%	391
2017 Q4	$28K	Buy	+180	New	+$26.1K	﹤0.01%	335

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1834 Investment Advisors's ACN Position: Q3 2021 in Review

1834 Investment Advisors sold out of Accenture (ACN) in Q3 2021, closing a stake of 72 shares — an estimated $21K sold.

1834 Investment Advisors first reported a position in ACN in Q4 2017 and held it in 12 quarters. The position peaked at $28K in Q4 2017. 1,918 funds tracked by Wall St. Rank hold ACN as of Q3 2021.

1834 Investment Advisors reported no remaining Accenture position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 72 Accenture shares in Q3 2021, an estimated $21K.
1834 Investment Advisors first reported a position in Accenture in Q4 2017 and held it in 12 quarters.
1834 Investment Advisors's Accenture position peaked at $28K in Q4 2017.
1,918 funds tracked by Wall St. Rank held Accenture as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.