Burt Wealth Advisors’s Accenture ACN Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-475	Closed	-$124K	–	92
2020 Q4	$124K	Sell	475 -63	-12%	-$15.1K	0.04%	115
2020 Q3	$122K	Sell	538 -125	-19%	-$28.6K	0.05%	107
2020 Q2	$142K	Hold	663	–	–	0.06%	103
2020 Q1	$108K	Buy	663 +63	+11%	+$12.1K	0.05%	108
2019 Q4	$126K	Hold	600	–	–	0.05%	109
2019 Q3	$115K	Sell	600 -200	-25%	-$38.7K	0.05%	115
2019 Q2	$148K	Hold	800	–	–	0.06%	101
2019 Q1	$141K	Hold	800	–	–	0.06%	102
2018 Q4	$113K	Hold	800	–	–	0.05%	113
2018 Q3	$136K	Sell	800 -250	-24%	-$41.6K	0.06%	113
2018 Q2	$172K	Hold	1,050	–	–	0.08%	88
2018 Q1	$161K	Hold	1,050	–	–	0.08%	89
2017 Q4	$161K	Hold	1,050	–	–	0.1%	92
2017 Q3	$142K	Hold	1,050	–	–	0.09%	97
2017 Q2	$129K	Hold	1,050	–	–	0.09%	98
2017 Q1	$126K	Sell	1,050 -107	-9%	-$12.8K	0.09%	91
2016 Q4	$136K	Sell	1,157 -457	-28%	-$54.2K	0.12%	93
2016 Q3	$148K	Buy	1,614 +457	+39%	+$52K	0.16%	79
2016 Q2	$131K	Hold	1,157	–	–	0.15%	78
2016 Q1	$134K	Hold	1,157	–	–	0.12%	86
2015 Q4	$120K	Hold	1,157	–	–	0.1%	88
2015 Q3	$113K	Hold	1,157	–	–	0.14%	78
2015 Q2	$111K	Hold	1,157	–	–	0.12%	100
2015 Q1	$108K	Hold	1,157	–	–	0.11%	85
2014 Q4	$113K	Buy	+1,157	New	+$96.1K	0.12%	93

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's ACN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Accenture (ACN) in Q1 2021, closing a stake of 475 shares — an estimated $124K sold.

Burt Wealth Advisors first reported a position in ACN in Q4 2014 and held it in 25 quarters. The position peaked at $172K in Q2 2018. 1,832 funds tracked by Wall St. Rank hold ACN as of Q1 2021.

Burt Wealth Advisors reported no remaining Accenture position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 475 Accenture shares in Q1 2021, an estimated $124K.
Burt Wealth Advisors first reported a position in Accenture in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Accenture position peaked at $172K in Q2 2018.
1,832 funds tracked by Wall St. Rank held Accenture as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.