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Amplius Wealth Advisors’s Accenture ACN Stock Holding History

Amplius Wealth 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
2022
Q3 		– Sell
-734
Closed -$203K – 158
2022
Q2 		$203K Sell
734
-7
-0.9% -$2.1K 0.03% 159
2022
Q1 		$249K Sell
741
-4
-0.5% -$1.35K 0.04% 152
2021
Q4 		$308K Buy
+745
New +$272K 0.04% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amplius Wealth Advisors's ACN Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Accenture (ACN) in Q3 2022, closing a stake of 734 shares — an estimated $203K sold.

Amplius Wealth Advisors first reported a position in ACN in Q4 2021 and held it in 3 quarters. The position peaked at $308K in Q4 2021. 1,941 funds tracked by Wall St. Rank hold ACN as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Accenture position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 734 Accenture shares in Q3 2022, an estimated $203K.
  • Amplius Wealth Advisors first reported a position in Accenture in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Accenture position peaked at $308K in Q4 2021.
  • 1,941 funds tracked by Wall St. Rank held Accenture as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.