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Beacon Wealthcare LLC’s Accenture ACN Stock Holding History

Beacon Wealthcare LLC’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 		– Sell
-1,703
Closed -$602K – 26
2024
Q3 		$602K Buy
1,703
+43
+3% +$14.1K 0.24% 14
2024
Q2 		$504K Hold
1,660
– – 0.22% 15
2024
Q1 		$575K Buy
+1,660
New +$605K 0.26% 15

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Beacon Wealthcare LLC's ACN Position: Q4 2024 in Review

Beacon Wealthcare LLC sold out of Accenture (ACN) in Q4 2024, closing a stake of 1,703 shares — an estimated $602K sold.

Beacon Wealthcare LLC first reported a position in ACN in Q1 2024 and held it in 3 quarters. The position peaked at $602K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Beacon Wealthcare LLC reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Beacon Wealthcare LLC sold 1,703 Accenture shares in Q4 2024, an estimated $602K.
  • Beacon Wealthcare LLC first reported a position in Accenture in Q1 2024 and held it in 3 quarters.
  • Beacon Wealthcare LLC's Accenture position peaked at $602K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Beacon Wealthcare LLC's 13F filing for Q4 2024, filed 3 Jan 2025.