Annapolis Financial Services’s Accenture ACN Stock Holding History

Annapolis Financial Services’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	$27.9K	Hold	79	–	–	0.01%	202
2024 Q2	$24K	Hold	79	–	–	0.01%	206
2024 Q1	$27.4K	Buy	79 +66	+508%	+$24.1K	0.01%	194
2023 Q4	$4.56K	Hold	13	–	–	﹤0.01%	397
2023 Q3	$3.99K	Hold	13	–	–	﹤0.01%	400
2023 Q2	$4.01K	Hold	13	–	–	﹤0.01%	408
2023 Q1	$3.72K	Sell	13 -1	-7%	-$273	﹤0.01%	377
2022 Q4	$3.74K	Sell	14 -23	-62%	-$6.36K	﹤0.01%	367
2022 Q3	$10K	Buy	37 +23	+164%	+$6.65K	﹤0.01%	329
2022 Q2	$4K	Buy	14 +1	+8%	+$300	﹤0.01%	340
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	352
2021 Q4	$5K	Hold	13	–	–	﹤0.01%	340
2021 Q3	$4K	Sell	13 -35	-73%	-$11.4K	﹤0.01%	347
2021 Q2	$14K	Buy	48 +35	+269%	+$10K	﹤0.01%	244
2021 Q1	$4K	Hold	13	–	–	﹤0.01%	311
2020 Q4	$3K	Buy	+13	New	+$3.12K	﹤0.01%	334

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

Annapolis Financial Services's ACN Position: Q3 2024 in Review

Annapolis Financial Services held its Accenture (ACN) position steady in Q3 2024 at 79 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #202.

Annapolis Financial Services first reported a position in ACN in Q4 2020 and has held it in 16 quarters since. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

Annapolis Financial Services held 79 shares of Accenture worth $27.9K as of Q3 2024.
Annapolis Financial Services left its Accenture share count unchanged in Q3 2024.
Accenture made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #202 holding.
Annapolis Financial Services first reported a position in Accenture in Q4 2020 and has held it in 16 quarters since.
2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.