AWM
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Altavista Wealth Management’s Accenture ACN Stock Holding History

Altavista 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
2021
Q4 		$5.08M Buy
12,247
+247
+2% +$90K 1.02% 27
2021
Q3 		$3.84M Buy
12,000
+86
+0.7% +$28K 0.85% 32
2021
Q2 		$3.51M Buy
11,914
+1,026
+9% +$294K 0.77% 36
2021
Q1 		$3.01M Buy
10,888
+7,206
+196% +$1.86M 0.73% 35
2020
Q4 		$962K Buy
3,682
+1,997
+119% +$479K 0.24% 74
2020
Q3 		$381K Buy
1,685
+592
+54% +$136K 0.1% 124
2020
Q2 		$235K Sell
1,093
-325
-23% -$61.5K 0.07% 152
2020
Q1 		$232K Buy
1,418
+170
+14% +$32.7K 0.08% 143
2019
Q4 		$263K Hold
1,248
– – 0.08% 148
2019
Q3 		$240K Sell
1,248
-150
-11% -$29K 0.07% 150
2019
Q2 		$258K Buy
1,398
+50
+4% +$8.98K 0.08% 136
2019
Q1 		$237K Buy
+1,348
New +$212K 0.08% 139
2018
Q4 		– Sell
-1,248
Closed -$212K – 146
2018
Q3 		$212K Hold
1,248
– – 0.08% 145
2018
Q2 		$204K Buy
+1,248
New +$194K 0.08% 141

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altavista Wealth Management's ACN Position: Q4 2021 in Review

Altavista Wealth Management increased its Accenture (ACN) stake by 2.1% in Q4 2021, buying an estimated $90K and bringing the position to 12,247 shares worth $5.08M. The position accounts for 1.02% of the portfolio, ranked #27.

Altavista Wealth Management first reported a position in ACN in Q2 2018 and has held it in 14 quarters since. 2,106 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Altavista Wealth Management held 12,247 shares of Accenture worth $5.08M as of Q4 2021.
  • Altavista Wealth Management bought 247 Accenture shares in Q4 2021, an estimated $90K.
  • Accenture made up 1.02% of Altavista Wealth Management's portfolio in Q4 2021, its #27 holding.
  • Altavista Wealth Management first reported a position in Accenture in Q2 2018 and has held it in 14 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.