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Castle Wealth Management’s Accenture ACN Stock Holding History

Castle Wealth Management’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 		– Sell
-576
Closed -$148K – 115
2022
Q3 		$148K Hold
576
– – 0.09% 123
2022
Q2 		$160K Buy
+576
New +$173K 0.09% 119

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Castle Wealth Management's ACN Position: Q4 2022 in Review

Castle Wealth Management sold out of Accenture (ACN) in Q4 2022, closing a stake of 576 shares — an estimated $148K sold.

Castle Wealth Management first reported a position in ACN in Q2 2022 and held it in 2 quarters. The position peaked at $160K in Q2 2022. 2,042 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Castle Wealth Management reported no remaining Accenture position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 576 Accenture shares in Q4 2022, an estimated $148K.
  • Castle Wealth Management first reported a position in Accenture in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Accenture position peaked at $160K in Q2 2022.
  • 2,042 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.