Avitas Wealth Management’s Accenture ACN Stock Holding History

Avitas 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
2024 Q4	$1.75M	Buy	4,985 +40	+0.8%	+$14.4K	0.24%	99
2024 Q3	$1.75M	Buy	4,945 +68	+1%	+$22.4K	0.25%	107
2024 Q2	$1.48M	Buy	4,877 +14	+0.3%	+$4.29K	0.22%	109
2024 Q1	$1.69M	Buy	4,863 +64	+1%	+$23.3K	0.26%	106
2023 Q4	$1.68M	Buy	4,799 +161	+3%	+$51.9K	0.28%	100
2023 Q3	$1.42M	Sell	4,638 -23	-0.5%	-$7.25K	0.27%	99
2023 Q2	$1.44M	Buy	+4,661	New	+$1.35M	0.26%	105
2023 Q1	–	Sell	-5,241	Closed	-$1.4M	–	199
2022 Q4	$1.4M	Sell	5,241 -7	-0.1%	-$1.94K	0.3%	93
2022 Q3	$1.35M	Buy	+5,248	New	+$1.52M	0.31%	95
2022 Q2	–	Sell	-2,069	Closed	-$698K	–	192
2022 Q1	$698K	Buy	+2,069	New	+$698K	0.13%	145

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avitas Wealth Management's ACN Position: Q4 2024 in Review

Avitas Wealth Management increased its Accenture (ACN) stake by 0.81% in Q4 2024, buying an estimated $14.4K and bringing the position to 4,985 shares worth $1.75M. The position accounts for 0.24% of the portfolio, ranked #99.

Avitas Wealth Management first reported a position in ACN in Q1 2022 and has held it in 10 quarters since. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Avitas Wealth Management held 4,985 shares of Accenture worth $1.75M as of Q4 2024.
Avitas Wealth Management bought 40 Accenture shares in Q4 2024, an estimated $14.4K.
Accenture made up 0.24% of Avitas Wealth Management's portfolio in Q4 2024, its #99 holding.
Avitas Wealth Management first reported a position in Accenture in Q1 2022 and has held it in 10 quarters since.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.