Avaii Wealth Management’s Accenture ACN Stock Holding History

Avaii 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
2022 Q1	–	Sell	-808	Closed	-$335K	–	116
2021 Q4	$335K	Buy	+808	New	+$294K	0.34%	67

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avaii Wealth Management's ACN Position: Q1 2022 in Review

Avaii Wealth Management sold out of Accenture (ACN) in Q1 2022, closing a stake of 808 shares — an estimated $335K sold.

Avaii Wealth Management first reported a position in ACN in Q4 2021 and held it in 1 quarter. The position peaked at $335K in Q4 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

Avaii Wealth Management reported no remaining Accenture position as of Q1 2022 after selling out during the quarter.
Avaii Wealth Management sold 808 Accenture shares in Q1 2022, an estimated $335K.
Avaii Wealth Management first reported a position in Accenture in Q4 2021 and held it in 1 quarter.
Avaii Wealth Management's Accenture position peaked at $335K in Q4 2021.
2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on Avaii Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.