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BDO Wealth Advisors’s Accenture ACN Stock Holding History

BDO Wealth 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
2023
Q2 		$927K Buy
3,003
+157
+6% +$45.6K 0.11% 137
2023
Q1 		$813K Buy
2,846
+145
+5% +$39.5K 0.1% 136
2022
Q4 		$721K Sell
2,701
-75
-3% -$20.7K 0.09% 149
2022
Q3 		$714K Sell
2,776
-118
-4% -$34.1K 0.09% 147
2022
Q2 		$804K Sell
2,894
-43
-1% -$12.9K 0.1% 141
2022
Q1 		$990K Sell
2,937
-9
-0.3% -$3.04K 0.11% 134
2021
Q4 		$1.22M Sell
2,946
-80
-3% -$29.2K 0.13% 124
2021
Q3 		$968K Buy
3,026
+113
+4% +$36.8K 0.11% 134
2021
Q2 		$859K Buy
2,913
+97
+3% +$27.8K 0.1% 146
2021
Q1 		$778K Buy
2,816
+316
+13% +$81.7K 0.09% 151
2020
Q4 		$653K Buy
2,500
+48
+2% +$11.5K 0.09% 132
2020
Q3 		$554K Sell
2,452
-38
-2% -$8.7K 0.09% 127
2020
Q2 		$535K Buy
2,490
+119
+5% +$22.5K 0.09% 123
2020
Q1 		$387K Buy
2,371
+200
+9% +$38.5K 0.08% 139
2019
Q4 		$457K Sell
2,171
-45
-2% -$8.77K 0.12% 118
2019
Q3 		$426K Buy
2,216
+170
+8% +$32.9K 0.11% 127
2019
Q2 		$378K Buy
2,046
+90
+5% +$16.2K 0.1% 127
2019
Q1 		$344K Buy
1,956
+575
+42% +$90.3K 0.1% 127
2018
Q4 		$195K Buy
1,381
+329
+31% +$52K 0.07% 150
2018
Q3 		$179K Buy
1,052
+60
+6% +$9.99K 0.06% 166
2018
Q2 		$162K Buy
992
+253
+34% +$39.4K 0.06% 171
2018
Q1 		$113K Buy
739
+379
+105% +$60K 0.04% 175
2017
Q4 		$55K Buy
360
+115
+47% +$16.7K 0.02% 203
2017
Q3 		$33K Hold
245
– – 0.02% 225
2017
Q2 		$30K Buy
+245
New +$29.8K 0.01% 269

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's ACN Position: Q2 2023 in Review

BDO Wealth Advisors increased its Accenture (ACN) stake by 5.5% in Q2 2023, buying an estimated $45.6K and bringing the position to 3,003 shares worth $927K. The position accounts for 0.11% of the portfolio, ranked #137.

BDO Wealth Advisors first reported a position in ACN in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2021. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

  • BDO Wealth Advisors held 3,003 shares of Accenture worth $927K as of Q2 2023.
  • BDO Wealth Advisors bought 157 Accenture shares in Q2 2023, an estimated $45.6K.
  • Accenture made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #137 holding.
  • BDO Wealth Advisors first reported a position in Accenture in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Accenture position peaked at $1.22M in Q4 2021.
  • 2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.