AA
ACN icon

Apriem Advisors’s Accenture ACN Stock Holding History

Apriem 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
Q2 		– Sell
-1,520
Closed -$527K – 174
2024
Q1 		$527K Buy
1,520
+75
+5% +$27.3K 0.07% 103
2023
Q4 		$507K Sell
1,445
-33
-2% -$10.6K 0.07% 96
2023
Q3 		$454K Hold
1,478
– – 0.07% 98
2023
Q2 		$456K Hold
1,478
– – 0.07% 104
2023
Q1 		$422K Hold
1,478
– – 0.07% 103
2022
Q4 		$394K Hold
1,478
– – 0.07% 100
2022
Q3 		$380K Hold
1,478
– – 0.07% 99
2022
Q2 		$410K Hold
1,478
– – 0.07% 94
2022
Q1 		$498K Buy
1,478
+24
+2% +$8.09K 0.07% 94
2021
Q4 		$603K Buy
1,454
+5
+0.3% +$1.82K 0.09% 86
2021
Q3 		$464K Sell
1,449
-50
-3% -$16.3K 0.07% 95
2021
Q2 		$442K Hold
1,499
– – 0.07% 96
2021
Q1 		$414K Buy
1,499
+215
+17% +$55.6K 0.06% 96
2020
Q4 		$335K Buy
1,284
+35
+3% +$8.39K 0.06% 99
2020
Q3 		$282K Buy
+1,249
New +$286K 0.05% 102
2018
Q3 		– Sell
-149
Closed -$24K – 153
2018
Q2 		$24K Buy
+149
New +$23.2K 0.01% 324
2017
Q2 		– Sell
-149
Closed -$18K – 142
2017
Q1 		$18K Hold
149
– – ﹤0.01% 353
2016
Q4 		$17K Buy
149
+49
+49% +$5.82K 0.01% 374
2016
Q3 		$12K Hold
100
– – ﹤0.01% 384
2016
Q2 		$11K Sell
100
-33
-25% -$3.83K ﹤0.01% 401
2016
Q1 		$15K Buy
133
+33
+33% +$3.39K 0.01% 333
2015
Q4 		$10K Hold
100
– – ﹤0.01% 372
2015
Q3 		$10K Hold
100
– – ﹤0.01% 359
2015
Q2 		$10K Hold
100
– – ﹤0.01% 410
2015
Q1 		$9K Hold
100
– – ﹤0.01% 415
2014
Q4 		$9K Hold
100
– – ﹤0.01% 381
2014
Q3 		$8K Hold
100
– – ﹤0.01% 395
2014
Q2 		$8K Buy
+100
New +$8.03K ﹤0.01% 352

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's ACN Position: Q2 2024 in Review

Apriem Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 1,520 shares — an estimated $527K sold.

Apriem Advisors first reported a position in ACN in Q2 2014 and held it in 28 quarters. The position peaked at $603K in Q4 2021. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Apriem Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Apriem Advisors sold 1,520 Accenture shares in Q2 2024, an estimated $527K.
  • Apriem Advisors first reported a position in Accenture in Q2 2014 and held it in 28 quarters.
  • Apriem Advisors's Accenture position peaked at $603K in Q4 2021.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Apriem Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.