Burleson & Co’s Accenture ACN Stock Holding History

Burleson & Co’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
2022 Q4	$1.71M	Buy	6,395 +5,570	+675%	+$1.54M	0.43%	65
2022 Q3	$212K	Buy	825 +692	+520%	+$200K	0.05%	129
2022 Q2	$37K	Sell	133 -71	-35%	-$21.3K	0.01%	195
2022 Q1	$69K	Buy	204 +6	+3%	+$2.02K	0.01%	180
2021 Q4	$82K	Hold	198	–	–	0.01%	177
2021 Q3	$63K	Hold	198	–	–	0.01%	179
2021 Q2	$58K	Hold	198	–	–	0.01%	185
2021 Q1	$55K	Buy	+198	New	+$51.2K	0.01%	176

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Burleson & Co's ACN Position: Q4 2022 in Review

Burleson & Co increased its Accenture (ACN) stake by 675% in Q4 2022, buying an estimated $1.54M and bringing the position to 6,395 shares worth $1.71M. The position accounts for 0.43% of the portfolio, ranked #65.

Burleson & Co first reported a position in ACN in Q1 2021 and has held it in 8 quarters since. 2,042 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

Burleson & Co held 6,395 shares of Accenture worth $1.71M as of Q4 2022.
Burleson & Co bought 5,570 Accenture shares in Q4 2022, an estimated $1.54M.
Accenture made up 0.43% of Burleson & Co's portfolio in Q4 2022, its #65 holding.
Burleson & Co first reported a position in Accenture in Q1 2021 and has held it in 8 quarters since.
2,042 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.