Cascadia Advisory Services’s Accenture ACN Stock Holding History

Cascadia Advisory Services’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 Q3	$2.75M	Sell	8,580 -159	-2%	-$51.7K	0.56%	61
2021 Q2	$2.58M	Buy	8,739 +39	+0.4%	+$11.2K	0.56%	58
2021 Q1	$2.4M	Buy	+8,700	New	+$2.25M	0.53%	56
2020 Q3	$1.54M	Buy	+6,830	New	+$1.56M	0.43%	65

Other funds holding ACN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cascadia Advisory Services's ACN Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Accenture (ACN) stake by 1.8% in Q3 2021, selling an estimated $51.7K and leaving 8,580 shares worth $2.75M. The position accounts for 0.56% of the portfolio, ranked #61.

Cascadia Advisory Services first reported a position in ACN in Q3 2020 and has held it in 4 quarters since. 1,919 funds tracked by Wall St. Rank hold ACN as of Q3 2021.

Cascadia Advisory Services held 8,580 shares of Accenture worth $2.75M as of Q3 2021.
Cascadia Advisory Services sold 159 Accenture shares in Q3 2021, an estimated $51.7K.
Accenture made up 0.56% of Cascadia Advisory Services's portfolio in Q3 2021, its #61 holding.
Cascadia Advisory Services first reported a position in Accenture in Q3 2020 and has held it in 4 quarters since.
1,919 funds tracked by Wall St. Rank held Accenture as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.