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CIC Wealth’s Accenture ACN Stock Holding History

CIC 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
2024
Q3 		$429K Hold
1,214
– – 0.11% 108
2024
Q2 		$368K Hold
1,214
– – 0.1% 113
2024
Q1 		$421K Sell
1,214
-300
-20% -$109K 0.12% 104
2023
Q4 		$531K Sell
1,514
-19
-1% -$6.13K 0.17% 92
2023
Q3 		$471K Buy
1,533
+31
+2% +$9.77K 0.17% 93
2023
Q2 		$463K Sell
1,502
-16
-1% -$4.65K 0.16% 92
2023
Q1 		$434K Sell
1,518
-40
-3% -$10.9K 0.16% 98
2022
Q4 		$416K Buy
+1,558
New +$431K 0.17% 96

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIC Wealth's ACN Position: Q3 2024 in Review

CIC Wealth held its Accenture (ACN) position steady in Q3 2024 at 1,214 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #108.

CIC Wealth first reported a position in ACN in Q4 2022 and has held it in 8 quarters since. The position peaked at $531K in Q4 2023. 2,347 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • CIC Wealth held 1,214 shares of Accenture worth $429K as of Q3 2024.
  • CIC Wealth left its Accenture share count unchanged in Q3 2024.
  • Accenture made up 0.11% of CIC Wealth's portfolio in Q3 2024, its #108 holding.
  • CIC Wealth first reported a position in Accenture in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Accenture position peaked at $531K in Q4 2023.
  • 2,347 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.