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Buck Wealth Strategies’s Accenture ACN Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-11
Closed -$3.53K – 68
2023
Q3 		$3.53K Hold
11
– – ﹤0.01% 265
2023
Q2 		$3.53K Hold
11
– – ﹤0.01% 201
2023
Q1 		$3.26K Buy
+11
New +$3K ﹤0.01% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Buck Wealth Strategies's ACN Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Accenture (ACN) in Q4 2023, closing a stake of 11 shares — an estimated $3.53K sold.

Buck Wealth Strategies first reported a position in ACN in Q1 2023 and held it in 3 quarters. The position peaked at $3.53K in Q2 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 11 Accenture shares in Q4 2023, an estimated $3.53K.
  • Buck Wealth Strategies first reported a position in Accenture in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Accenture position peaked at $3.53K in Q2 2023.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.