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Brass Tax Wealth Management’s Accenture ACN Stock Holding History

Brass Tax 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
Q3 		– Sell
-826
Closed -$251K – 201
2024
Q2 		$251K Buy
+826
New +$253K 0.05% 161

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brass Tax Wealth Management's ACN Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of Accenture (ACN) in Q3 2024, closing a stake of 826 shares — an estimated $251K sold.

Brass Tax Wealth Management first reported a position in ACN in Q2 2024 and held it in 1 quarter. The position peaked at $251K in Q2 2024. 2,347 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 826 Accenture shares in Q3 2024, an estimated $251K.
  • Brass Tax Wealth Management first reported a position in Accenture in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's Accenture position peaked at $251K in Q2 2024.
  • 2,347 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.