CA Family Wealth’s Accenture ACN Stock Holding History

CA Family 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
2020 Q1	–	Sell	-1,254	Closed	-$264K	–	45
2019 Q4	$264K	Buy	+1,254	New	+$244K	0.18%	86

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CA Family Wealth's ACN Position: Q1 2020 in Review

CA Family Wealth sold out of Accenture (ACN) in Q1 2020, closing a stake of 1,254 shares — an estimated $264K sold.

CA Family Wealth first reported a position in ACN in Q4 2019 and held it in 1 quarter. The position peaked at $264K in Q4 2019. 1,520 funds tracked by Wall St. Rank hold ACN as of Q1 2020.

CA Family Wealth reported no remaining Accenture position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 1,254 Accenture shares in Q1 2020, an estimated $264K.
CA Family Wealth first reported a position in Accenture in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Accenture position peaked at $264K in Q4 2019.
1,520 funds tracked by Wall St. Rank held Accenture as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.