B. Riley Wealth Management’s Accenture ACN Stock Holding History

B. Riley 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 Q2	$99.6K	Buy	4,954 +1,231	+33%	+$370K	0.12%	56
2022 Q1	$1.25M	Buy	3,723 +370	+11%	+$125K	0.1%	189
2021 Q4	$1.39M	Buy	3,353 +448	+15%	+$163K	0.1%	188
2021 Q3	$929K	Buy	2,905 +1,808	+165%	+$588K	0.07%	237
2021 Q2	$323K	Buy	1,097 +18	+2%	+$5.15K	0.04%	300
2021 Q1	$298K	Buy	1,079 +41	+4%	+$10.6K	0.03%	303
2020 Q4	$271K	Sell	1,038 -871	-46%	-$209K	0.04%	278
2020 Q3	$431K	Buy	+1,909	New	+$437K	0.05%	248
2020 Q2	–	Sell	-1,594	Closed	-$260K	–	421
2020 Q1	$260K	Buy	+1,594	New	+$307K	0.03%	382
2014 Q4	–	Sell	-24	Closed	-$1K	–	1007
2014 Q3	$1K	Sell	24 -120	-83%	-$9.62K	﹤0.01%	1023
2014 Q2	$11K	Sell	144 -120	-45%	-$9.63K	0.01%	792
2014 Q1	$21K	Buy	+264	New	+$21.7K	0.02%	620

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

B. Riley Wealth Management's ACN Position: Q2 2022 in Review

B. Riley Wealth Management increased its Accenture (ACN) stake by 33% in Q2 2022, buying an estimated $370K and bringing the position to 4,954 shares worth $99.6K. The position accounts for 0.12% of the portfolio, ranked #56.

B. Riley Wealth Management first reported a position in ACN in Q1 2014 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2021. 2,011 funds tracked by Wall St. Rank hold ACN as of Q2 2022.

B. Riley Wealth Management held 4,954 shares of Accenture worth $99.6K as of Q2 2022.
B. Riley Wealth Management bought 1,231 Accenture shares in Q2 2022, an estimated $370K.
Accenture made up 0.12% of B. Riley Wealth Management's portfolio in Q2 2022, its #56 holding.
B. Riley Wealth Management first reported a position in Accenture in Q1 2014 and has held it in 12 quarters since.
B. Riley Wealth Management's Accenture position peaked at $1.39M in Q4 2021.
2,011 funds tracked by Wall St. Rank held Accenture as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.