AWM
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Alterna Wealth Management’s Accenture ACN Stock Holding History

Alterna 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
2019
Q1 		– Sell
-6,163
Closed -$762K – 103
2018
Q4 		$762K Buy
+6,163
New +$975K 0.12% 125

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's ACN Position: Q1 2019 in Review

Alterna Wealth Management sold out of Accenture (ACN) in Q1 2019, closing a stake of 6,163 shares — an estimated $762K sold.

Alterna Wealth Management first reported a position in ACN in Q4 2018 and held it in 1 quarter. The position peaked at $762K in Q4 2018. 1,411 funds tracked by Wall St. Rank hold ACN as of Q1 2019.

  • Alterna Wealth Management reported no remaining Accenture position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 6,163 Accenture shares in Q1 2019, an estimated $762K.
  • Alterna Wealth Management first reported a position in Accenture in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Accenture position peaked at $762K in Q4 2018.
  • 1,411 funds tracked by Wall St. Rank held Accenture as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.