Able Wealth Management’s Accenture ACN Stock Holding History

Able 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 Q1	–	Sell	-322	Closed	-$113K	–	93
2023 Q4	$113K	Buy	+322	New	+$104K	0.1%	94

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

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

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

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

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

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

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

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

Able Wealth Management's ACN Position: Q1 2024 in Review

Able Wealth Management sold out of Accenture (ACN) in Q1 2024, closing a stake of 322 shares — an estimated $113K sold.

Able Wealth Management first reported a position in ACN in Q4 2023 and held it in 1 quarter. The position peaked at $113K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

Able Wealth Management reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 322 Accenture shares in Q1 2024, an estimated $113K.
Able Wealth Management first reported a position in Accenture in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Accenture position peaked at $113K in Q4 2023.
2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.