Clear Perspective Advisors’s Accenture ACN Stock Holding History

Clear Perspective 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
2021 Q4	$786K	Buy	1,896 +399	+27%	+$145K	0.24%	70
2021 Q3	$479K	Hold	1,497	–	–	0.16%	91
2021 Q2	$441K	Sell	1,497 -386	-20%	-$111K	0.15%	98
2021 Q1	$520K	Sell	1,883 -478	-20%	-$124K	0.2%	83
2020 Q4	$617K	Sell	2,361 -684	-22%	-$164K	0.25%	73
2020 Q3	$3.05K	Buy	3,045 +501	+20%	+$115K	1.43%	13
2020 Q2	$546K	Sell	2,544 -498	-16%	-$94.2K	0.3%	60
2020 Q1	$497K	Buy	3,042 +601	+25%	+$116K	0.33%	61
2019 Q4	$514K	Sell	2,441 -108	-4%	-$21.1K	0.32%	78
2019 Q3	$490K	Sell	2,549 -1,045	-29%	-$202K	0.22%	85
2019 Q2	$664K	Hold	3,594	–	–	0.43%	61
2019 Q1	$643K	Sell	3,594 -35	-1%	-$5.5K	0.46%	61
2018 Q4	$512K	Sell	3,629 -76	-2%	-$12K	0.43%	72
2018 Q3	$631K	Hold	3,705	–	–	0.47%	67
2018 Q2	$606K	Hold	3,705	–	–	0.42%	69
2018 Q1	$569K	Hold	3,705	–	–	0.42%	68
2017 Q4	$567K	Sell	3,705 -90	-2%	-$13K	0.43%	64
2017 Q3	$513K	Sell	3,795 -80	-2%	-$10.4K	0.42%	66
2017 Q2	$479K	Hold	3,875	–	–	0.4%	69
2017 Q1	$465K	Hold	3,875	–	–	0.31%	69
2016 Q4	$454K	Buy	+3,875	New	+$460K	0.3%	75

Other funds holding ACN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspective Advisors's ACN Position: Q4 2021 in Review

Clear Perspective Advisors increased its Accenture (ACN) stake by 27% in Q4 2021, buying an estimated $145K and bringing the position to 1,896 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #70.

Clear Perspective Advisors first reported a position in ACN in Q4 2016 and has held it in 21 quarters since. 2,106 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

Clear Perspective Advisors held 1,896 shares of Accenture worth $786K as of Q4 2021.
Clear Perspective Advisors bought 399 Accenture shares in Q4 2021, an estimated $145K.
Accenture made up 0.24% of Clear Perspective Advisors's portfolio in Q4 2021, its #70 holding.
Clear Perspective Advisors first reported a position in Accenture in Q4 2016 and has held it in 21 quarters since.
2,106 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.