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Buckingham Strategic Wealth’s Accenture ACN Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$1.88M Sell
6,183
-296
-5% -$90.7K 0.02% 244
2024
Q1 		$2.25M Sell
6,479
-78
-1% -$28.4K 0.02% 224
2023
Q4 		$2.3M Buy
6,557
+130
+2% +$41.9K 0.03% 217
2023
Q3 		$1.97M Buy
6,427
+214
+3% +$67.4K 0.03% 219
2023
Q2 		$1.92M Sell
6,213
-94
-1% -$27.3K 0.03% 218
2023
Q1 		$1.68M Hold
6,307
– – 0.03% 200
2022
Q4 		$1.68M Buy
6,307
+509
+9% +$141K 0.03% 201
2022
Q3 		$1.49M Sell
5,798
-207
-3% -$59.8K 0.03% 211
2022
Q2 		$1.67M Buy
6,005
+96
+2% +$28.8K 0.03% 193
2022
Q1 		$1.99M Buy
5,909
+204
+4% +$68.8K 0.04% 179
2021
Q4 		$2.37M Sell
5,705
-30
-0.5% -$10.9K 0.05% 165
2021
Q3 		$1.83M Buy
5,735
+518
+10% +$169K 0.04% 181
2021
Q2 		$1.54M Buy
5,217
+103
+2% +$29.5K 0.04% 208
2021
Q1 		$1.41M Sell
5,114
-169
-3% -$43.7K 0.07% 194
2020
Q4 		$1.38M Buy
5,283
+3,753
+245% +$900K 0.07% 186
2020
Q3 		$346K Sell
1,530
-211
-12% -$48.3K 0.03% 335
2020
Q2 		$374K Sell
1,741
-1,032
-37% -$195K 0.04% 271
2020
Q1 		$453K Buy
2,773
+182
+7% +$35.1K 0.04% 266
2019
Q4 		$546K Buy
2,591
+433
+20% +$84.4K 0.05% 227
2019
Q3 		$415K Buy
2,158
+188
+10% +$36.4K 0.05% 267
2019
Q2 		$364K Buy
1,970
+232
+13% +$41.7K 0.04% 296
2019
Q1 		$306K Sell
1,738
-61
-3% -$9.59K 0.04% 308
2018
Q4 		$254K Buy
1,799
+22
+1% +$3.48K 0.04% 292
2018
Q3 		$302K Buy
1,777
+42
+2% +$6.99K 0.05% 267
2018
Q2 		$284K Sell
1,735
-364
-17% -$56.6K 0.05% 272
2018
Q1 		$322K Buy
2,099
+209
+11% +$33.1K 0.06% 230
2017
Q4 		$289K Buy
+1,890
New +$274K 0.06% 242

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's ACN Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Accenture (ACN) stake by 4.6% in Q2 2024, selling an estimated $90.7K and leaving 6,183 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #244.

Buckingham Strategic Wealth first reported a position in ACN in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.37M in Q4 2021. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Buckingham Strategic Wealth held 6,183 shares of Accenture worth $1.88M as of Q2 2024.
  • Buckingham Strategic Wealth sold 296 Accenture shares in Q2 2024, an estimated $90.7K.
  • Accenture made up 0.02% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #244 holding.
  • Buckingham Strategic Wealth first reported a position in Accenture in Q4 2017 and has held it in 27 quarters since.
  • Buckingham Strategic Wealth's Accenture position peaked at $2.37M in Q4 2021.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.