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Abundance Wealth Counselors’s Accenture ACN Stock Holding History

Abundance Wealth Counselors’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
-573
Closed -$203K – 142
2024
Q3 		$203K Buy
+573
New +$188K 0.04% 132
2024
Q1 		– Sell
-819
Closed -$287K – 138
2023
Q4 		$287K Buy
819
+42
+5% +$13.5K 0.07% 119
2023
Q3 		$239K Sell
777
-278
-26% -$87.6K 0.07% 120
2023
Q2 		$326K Buy
1,055
+100
+10% +$29.1K 0.17% 55
2023
Q1 		$273K Sell
955
-51
-5% -$13.9K 0.07% 127
2022
Q4 		$268K Sell
1,006
-104
-9% -$28.8K 0.07% 121
2022
Q3 		$286K Sell
1,110
-203
-15% -$58.7K 0.08% 114
2022
Q2 		$365K Sell
1,313
-44
-3% -$13.2K 0.1% 104
2022
Q1 		$458K Buy
1,357
+321
+31% +$108K 0.12% 95
2021
Q4 		$429K Sell
1,036
-50
-5% -$18.2K 0.11% 85
2021
Q3 		$347K Sell
1,086
-48
-4% -$15.6K 0.2% 36
2021
Q2 		$334K Sell
1,134
-2,596
-70% -$743K 0.09% 89
2021
Q1 		$1.03M Buy
3,730
+358
+11% +$92.5K 0.26% 39
2020
Q4 		$881K Buy
3,372
+254
+8% +$60.9K 0.22% 43
2020
Q3 		$705K Buy
3,118
+95
+3% +$21.8K 0.2% 49
2020
Q2 		$649K Buy
+3,023
New +$572K 0.2% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Abundance Wealth Counselors's ACN Position: Q4 2024 in Review

Abundance Wealth Counselors sold out of Accenture (ACN) in Q4 2024, closing a stake of 573 shares — an estimated $203K sold.

Abundance Wealth Counselors first reported a position in ACN in Q2 2020 and held it in 16 quarters. The position peaked at $1.03M in Q1 2021. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Abundance Wealth Counselors reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Abundance Wealth Counselors sold 573 Accenture shares in Q4 2024, an estimated $203K.
  • Abundance Wealth Counselors first reported a position in Accenture in Q2 2020 and held it in 16 quarters.
  • Abundance Wealth Counselors's Accenture position peaked at $1.03M in Q1 2021.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Abundance Wealth Counselors's 13F filing for Q4 2024, filed 24 Jan 2025.