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Birchcreek Wealth Management’s Accenture ACN Stock Holding History

Birchcreek 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 		– Sell
-1,037
Closed -$366K – 122
2024
Q3 		$366K Buy
1,037
+168
+19% +$55.2K 0.24% 80
2024
Q2 		$264K Buy
869
+112
+15% +$34.3K 0.15% 120
2024
Q1 		$262K Buy
757
+48
+7% +$17.5K 0.14% 126
2023
Q4 		$249K Buy
709
+6
+0.9% +$1.93K 0.15% 121
2023
Q3 		$216K Buy
703
+17
+2% +$5.36K 0.15% 127
2023
Q2 		$212K Buy
+686
New +$199K 0.15% 123

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
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

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

Birchcreek Wealth Management sold out of Accenture (ACN) in Q4 2024, closing a stake of 1,037 shares — an estimated $366K sold.

Birchcreek Wealth Management first reported a position in ACN in Q2 2023 and held it in 6 quarters. The position peaked at $366K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Birchcreek Wealth Management reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,037 Accenture shares in Q4 2024, an estimated $366K.
  • Birchcreek Wealth Management first reported a position in Accenture in Q2 2023 and held it in 6 quarters.
  • Birchcreek Wealth Management's Accenture position peaked at $366K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Birchcreek Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.