BCA
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Berman Capital Advisors’s Accenture ACN Stock Holding History

Berman Capital 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
2021
Q3 		$684K Buy
2,141
+324
+18% +$105K 0.11% 101
2021
Q2 		$535K Buy
1,817
+394
+28% +$113K 0.09% 110
2021
Q1 		$392K Buy
1,423
+256
+22% +$66.2K 0.08% 117
2020
Q4 		$304K Buy
1,167
+161
+16% +$38.6K 0.07% 120
2020
Q3 		$227K Buy
1,006
+4
+0.4% +$916 0.06% 137
2020
Q2 		$215K Buy
1,002
+259
+35% +$49K 0.06% 137
2020
Q1 		$120K Sell
743
-507
-41% -$97.7K 0.04% 173
2019
Q4 		$262K Hold
1,250
– – 0.08% 113
2019
Q3 		$239K Sell
1,250
-8
-0.6% -$1.55K 0.07% 115
2019
Q2 		$232K Buy
1,258
+20
+2% +$3.59K 0.07% 119
2019
Q1 		$217K Buy
1,238
+141
+13% +$22.2K 0.07% 118
2018
Q4 		$153K Sell
1,097
-164
-13% -$25.9K 0.06% 126
2018
Q3 		$215K Hold
1,261
– – 0.09% 97
2018
Q2 		$207K Buy
+1,261
New +$196K 0.07% 112

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Berman Capital Advisors's ACN Position: Q3 2021 in Review

Berman Capital Advisors increased its Accenture (ACN) stake by 18% in Q3 2021, buying an estimated $105K and bringing the position to 2,141 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #101.

Berman Capital Advisors first reported a position in ACN in Q2 2018 and has held it in 14 quarters since. 1,919 funds tracked by Wall St. Rank hold ACN as of Q3 2021.

  • Berman Capital Advisors held 2,141 shares of Accenture worth $684K as of Q3 2021.
  • Berman Capital Advisors bought 324 Accenture shares in Q3 2021, an estimated $105K.
  • Accenture made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #101 holding.
  • Berman Capital Advisors first reported a position in Accenture in Q2 2018 and has held it in 14 quarters since.
  • 1,919 funds tracked by Wall St. Rank held Accenture as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.