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CM Wealth Advisors’s Accenture ACN Stock Holding History

CM 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
2024
Q2 		– Sell
-961
Closed -$300K – 77
2024
Q1 		$300K Buy
+961
New +$350K 0.09% 137

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CM Wealth Advisors's ACN Position: Q2 2024 in Review

CM Wealth Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 961 shares — an estimated $300K sold.

CM Wealth Advisors first reported a position in ACN in Q1 2024 and held it in 1 quarter. The position peaked at $300K in Q1 2024. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • CM Wealth Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 961 Accenture shares in Q2 2024, an estimated $300K.
  • CM Wealth Advisors first reported a position in Accenture in Q1 2024 and held it in 1 quarter.
  • CM Wealth Advisors's Accenture position peaked at $300K in Q1 2024.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.