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Clarus Wealth Advisors’s Accenture ACN Stock Holding History

Clarus Wealth Advisors’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
2023
Q1 		– Sell
-1,556
Closed -$428K – 128
2022
Q4 		$428K Buy
1,556
+40
+3% +$11.1K 0.28% 77
2022
Q3 		$391K Sell
1,516
-26
-2% -$7.51K 0.28% 73
2022
Q2 		$424K Sell
1,542
-21
-1% -$6.31K 0.3% 67
2022
Q1 		$511K Buy
1,563
+233
+18% +$78.6K 0.32% 51
2021
Q4 		$502K Sell
1,330
-250
-16% -$91.1K 0.29% 52
2021
Q3 		$514K Buy
+1,580
New +$514K 0.32% 48
2020
Q2 		– Sell
-3,724
Closed -$567K – 128
2020
Q1 		$567K Sell
3,724
-7
-0.2% -$1.35K 0.57% 49
2019
Q4 		$769K Buy
3,731
+358
+11% +$69.8K 0.51% 49
2019
Q3 		$649K Buy
3,373
+1,610
+91% +$312K 0.47% 46
2019
Q2 		$326K Buy
1,763
+8
+0.5% +$1.44K 0.24% 74
2019
Q1 		$309K Buy
1,755
+353
+25% +$55.5K 0.23% 63
2018
Q4 		$198K Sell
1,402
-26
-2% -$4.11K 0.31% 80
2018
Q3 		$243K Buy
1,428
+8
+0.6% +$1.33K 0.16% 96
2018
Q2 		$218K Hold
1,420
– – 0.16% 98
2018
Q1 		$218K Hold
1,420
– – 0.2% 98
2017
Q4 		$217K Buy
+1,420
New +$206K 0.21% 91

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarus Wealth Advisors's ACN Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Accenture (ACN) in Q1 2023, closing a stake of 1,556 shares — an estimated $428K sold.

Clarus Wealth Advisors first reported a position in ACN in Q4 2017 and held it in 16 quarters. The position peaked at $769K in Q4 2019. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,556 Accenture shares in Q1 2023, an estimated $428K.
  • Clarus Wealth Advisors first reported a position in Accenture in Q4 2017 and held it in 16 quarters.
  • Clarus Wealth Advisors's Accenture position peaked at $769K in Q4 2019.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.