1900 Wealth Management’s Accenture ACN Stock Holding History

1900 Wealth Management’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
2024 Q4	–	Sell	-589	Closed	-$208K	–	224
2024 Q3	$208K	Buy	+589	New	+$194K	0.02%	218
2024 Q2	–	Sell	-594	Closed	-$206K	–	222
2024 Q1	$206K	Sell	594 -177	-23%	-$64.5K	0.02%	232
2023 Q4	$271K	Buy	+771	New	+$249K	0.02%	255
2023 Q3	–	Sell	-801	Closed	-$247K	–	291
2023 Q2	$247K	Buy	801 +3	+0.4%	+$872	0.03%	216
2023 Q1	$213K	Hold	798	–	–	0.02%	228
2022 Q4	$213K	Buy	+798	New	+$221K	0.02%	221
2022 Q3	–	Sell	-774	Closed	-$215K	–	221
2022 Q2	$215K	Hold	774	–	–	0.02%	212
2022 Q1	$261K	Hold	774	–	–	0.02%	216
2021 Q4	$321K	Buy	+774	New	+$282K	0.03%	196

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1900 Wealth Management's ACN Position: Q4 2024 in Review

1900 Wealth Management sold out of Accenture (ACN) in Q4 2024, closing a stake of 589 shares — an estimated $208K sold.

1900 Wealth Management first reported a position in ACN in Q4 2021 and held it in 9 quarters. The position peaked at $321K in Q4 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

1900 Wealth Management reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
1900 Wealth Management sold 589 Accenture shares in Q4 2024, an estimated $208K.
1900 Wealth Management first reported a position in Accenture in Q4 2021 and held it in 9 quarters.
1900 Wealth Management's Accenture position peaked at $321K in Q4 2021.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on 1900 Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.