AWM
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Aevitas Wealth Management’s Accenture ACN Stock Holding History

Aevitas 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
2022
Q4 		$1.91M Buy
7,157
+11
+0.2% +$3.04K 1.13% 24
2022
Q3 		$1.84M Buy
7,146
+10
+0.1% +$2.89K 1.38% 18
2022
Q2 		$1.98M Buy
7,136
+20
+0.3% +$6.01K 1.34% 20
2022
Q1 		$2.4M Sell
7,116
-1,247
-15% -$421K 1.47% 16
2021
Q4 		$3.47M Sell
8,363
-160
-2% -$58.3K 2.07% 11
2021
Q3 		$2.73M Buy
8,523
+11
+0.1% +$3.58K 1.74% 12
2021
Q2 		$2.51M Buy
8,512
+129
+2% +$36.9K 1.6% 13
2021
Q1 		$2.32M Buy
8,383
+70
+0.8% +$18.1K 1.62% 13
2020
Q4 		$2.17M Buy
8,313
+113
+1% +$27.1K 1.59% 14
2020
Q3 		$1.88M Buy
8,200
+61
+0.7% +$14K 1.55% 14
2020
Q2 		$1.75M Buy
8,139
+2,151
+36% +$407K 1.61% 13
2020
Q1 		$1.02M Buy
+5,988
New +$1.15M 1.14% 24
2019
Q2 		– Sell
-784
Closed -$138K – 106
2019
Q1 		$138K Hold
784
– – 0.12% 123
2018
Q4 		$111K Buy
784
+2
+0.3% +$316 0.11% 127
2018
Q3 		$133K Hold
782
– – 0.12% 124
2018
Q2 		$128K Buy
782
+2
+0.3% +$311 0.12% 125
2018
Q1 		$120K Sell
780
-75
-9% -$11.9K 0.12% 125
2017
Q4 		$131K Buy
+855
New +$124K 0.12% 122

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aevitas Wealth Management's ACN Position: Q4 2022 in Review

Aevitas Wealth Management increased its Accenture (ACN) stake by 0.15% in Q4 2022, buying an estimated $3.04K and bringing the position to 7,157 shares worth $1.91M. The position accounts for 1.13% of the portfolio, ranked #24.

Aevitas Wealth Management first reported a position in ACN in Q4 2017 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2021. 2,041 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Aevitas Wealth Management held 7,157 shares of Accenture worth $1.91M as of Q4 2022.
  • Aevitas Wealth Management bought 11 Accenture shares in Q4 2022, an estimated $3.04K.
  • Accenture made up 1.13% of Aevitas Wealth Management's portfolio in Q4 2022, its #24 holding.
  • Aevitas Wealth Management first reported a position in Accenture in Q4 2017 and has held it in 18 quarters since.
  • Aevitas Wealth Management's Accenture position peaked at $3.47M in Q4 2021.
  • 2,041 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.