CWSR
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Chessman Wealth Strategies RIA’s Accenture ACN Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-142
Closed -$24K – 28
2018
Q3 		$24K Buy
+142
New +$23.6K 0.02% 86

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's ACN Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Accenture (ACN) in Q4 2018, closing a stake of 142 shares — an estimated $24K sold.

Chessman Wealth Strategies RIA first reported a position in ACN in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 1,361 funds tracked by Wall St. Rank hold ACN as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Accenture position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 142 Accenture shares in Q4 2018, an estimated $24K.
  • Chessman Wealth Strategies RIA first reported a position in Accenture in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Accenture position peaked at $24K in Q3 2018.
  • 1,361 funds tracked by Wall St. Rank held Accenture as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.