CSat Investment Advisory’s Accenture ACN Stock Holding History

CSat Investment Advisory’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 Q1	$5K	Buy	18 +2	+13%	+$517	﹤0.01%	488
2020 Q4	$4K	Sell	16 -12,285	-100%	-$2.94M	﹤0.01%	485
2020 Q3	$2.78M	Buy	12,301 +1,204	+11%	+$276K	0.25%	37
2020 Q2	$2.38M	Sell	11,097 -178	-2%	-$33.7K	0.29%	30
2020 Q1	$1.84M	Sell	11,275 -1,441	-11%	-$278K	0.39%	30
2019 Q4	$2.68M	Sell	12,716 -424	-3%	-$82.6K	0.7%	19
2019 Q3	$2.53M	Sell	13,140 -3,036	-19%	-$588K	0.79%	14
2019 Q2	$2.99M	Buy	16,176 +16,158	+89,767%	+$2.9M	1.06%	12
2019 Q1	$3K	Sell	18 -22,592	-100%	-$3.55M	﹤0.01%	521
2018 Q4	$3.19M	Sell	22,610 -4,221	-16%	-$668K	1.9%	7
2018 Q3	$4.57M	Sell	26,831 -5,184	-16%	-$863K	2.6%	7
2018 Q2	$5.24M	Buy	+32,015	New	+$4.98M	2.79%	9

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

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

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

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

CSat Investment Advisory's ACN Position: Q1 2021 in Review

CSat Investment Advisory increased its Accenture (ACN) stake by 13% in Q1 2021, buying an estimated $517 and bringing the position to 18 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

CSat Investment Advisory first reported a position in ACN in Q2 2018 and has held it in 12 quarters since. The position peaked at $5.24M in Q2 2018. 1,833 funds tracked by Wall St. Rank hold ACN as of Q1 2021.

CSat Investment Advisory held 18 shares of Accenture worth $5K as of Q1 2021.
CSat Investment Advisory bought 2 Accenture shares in Q1 2021, an estimated $517.
Accenture made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #488 holding.
CSat Investment Advisory first reported a position in Accenture in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Accenture position peaked at $5.24M in Q2 2018.
1,833 funds tracked by Wall St. Rank held Accenture as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.