Alera Investment Advisors’s Accenture ACN Stock Holding History

Alera Investment Advisors’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	$747K	Buy	2,114 +701	+50%	+$231K	0.09%	93
2024 Q2	$429K	Buy	1,413 +834	+144%	+$255K	0.05%	148
2024 Q1	$201K	Buy	+579	New	+$211K	0.03%	162
2022 Q3	–	Sell	-747	Closed	-$207K	–	172
2022 Q2	$207K	Buy	747 +54	+8%	+$16.2K	0.06%	172
2022 Q1	$234K	Buy	+693	New	+$234K	0.05%	167
2019 Q2	–	Sell	-380	Closed	-$67K	–	86
2019 Q1	$67K	Sell	380 -155	-29%	-$24.4K	0.03%	132
2018 Q4	$75K	Buy	+535	New	+$84.6K	0.05%	136

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

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

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

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

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

Alera Investment Advisors's ACN Position: Q3 2024 in Review

Alera Investment Advisors increased its Accenture (ACN) stake by 50% in Q3 2024, buying an estimated $231K and bringing the position to 2,114 shares worth $747K. The position accounts for 0.09% of the portfolio, ranked #93.

Alera Investment Advisors first reported a position in ACN in Q4 2018 and has held it in 7 quarters since. 2,344 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

Alera Investment Advisors held 2,114 shares of Accenture worth $747K as of Q3 2024.
Alera Investment Advisors bought 701 Accenture shares in Q3 2024, an estimated $231K.
Accenture made up 0.09% of Alera Investment Advisors's portfolio in Q3 2024, its #93 holding.
Alera Investment Advisors first reported a position in Accenture in Q4 2018 and has held it in 7 quarters since.
2,344 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.