9WM
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9258 Wealth Management’s Accenture ACN Stock Holding History

9258 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
Q3 		$306K Buy
865
+28
+3% +$9.21K 0.05% 271
2024
Q2 		$254K Sell
837
-468
-36% -$143K 0.04% 285
2024
Q1 		$452K Sell
1,305
-3
-0.2% -$1.09K 0.07% 209
2023
Q4 		$459K Buy
1,308
+46
+4% +$14.8K 0.08% 192
2023
Q3 		$388K Buy
1,262
+30
+2% +$9.45K 0.08% 212
2023
Q2 		$380K Buy
1,232
+56
+5% +$16.3K 0.07% 221
2023
Q1 		$336K Sell
1,176
-6
-0.5% -$1.64K 0.07% 238
2022
Q4 		$315K Buy
1,182
+240
+25% +$66.4K 0.07% 242
2022
Q3 		$242K Sell
942
-51
-5% -$14.7K 0.06% 276
2022
Q2 		$276K Sell
993
-269
-21% -$80.8K 0.07% 264
2022
Q1 		$426K Buy
1,262
+237
+23% +$79.9K 0.1% 218
2021
Q4 		$425K Buy
1,025
+71
+7% +$25.9K 0.1% 222
2021
Q3 		$305K Hold
954
– – 0.08% 256
2021
Q2 		$281K Buy
954
+72
+8% +$20.6K 0.08% 275
2021
Q1 		$244K Sell
882
-117
-12% -$30.2K 0.07% 274
2020
Q4 		$261K Buy
999
+52
+5% +$12.5K 0.09% 252
2020
Q3 		$205K Buy
947
+12
+1% +$2.75K 0.08% 266
2020
Q2 		$201K Buy
+935
New +$177K 0.08% 255

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

9258 Wealth Management's ACN Position: Q3 2024 in Review

9258 Wealth Management increased its Accenture (ACN) stake by 3.3% in Q3 2024, buying an estimated $9.21K and bringing the position to 865 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #271.

9258 Wealth Management first reported a position in ACN in Q2 2020 and has held it in 18 quarters since. The position peaked at $459K in Q4 2023. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • 9258 Wealth Management held 865 shares of Accenture worth $306K as of Q3 2024.
  • 9258 Wealth Management bought 28 Accenture shares in Q3 2024, an estimated $9.21K.
  • Accenture made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #271 holding.
  • 9258 Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 18 quarters since.
  • 9258 Wealth Management's Accenture position peaked at $459K in Q4 2023.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.