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Curi Wealth Management’s Accenture ACN Stock Holding History

Curi Wealth Management’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
Q1 		– Sell
-863
Closed -$303K – 4
2023
Q4 		$303K Sell
863
-14
-2% -$4.51K 0.04% 122
2023
Q3 		$269K Sell
877
-181
-17% -$57K 0.04% 124
2023
Q2 		$327K Sell
1,058
-23
-2% -$6.68K 0.04% 121
2023
Q1 		$309K Sell
1,081
-59
-5% -$16.1K 0.04% 121
2022
Q4 		$304K Sell
1,140
-16
-1% -$4.43K 0.04% 142
2022
Q3 		$298K Buy
1,156
+515
+80% +$149K 0.05% 137
2022
Q2 		$178K Sell
641
-8
-1% -$2.4K 0.03% 127
2022
Q1 		$218K Buy
649
+176
+37% +$59.4K 0.04% 111
2021
Q4 		$196K Buy
+473
New +$172K 0.03% 111
2021
Q1 		– Sell
-314
Closed -$82K – 95
2020
Q4 		$82K Buy
+314
New +$75.3K 0.06% 125

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Curi Wealth Management's ACN Position: Q1 2024 in Review

Curi Wealth Management sold out of Accenture (ACN) in Q1 2024, closing a stake of 863 shares — an estimated $303K sold.

Curi Wealth Management first reported a position in ACN in Q4 2020 and held it in 10 quarters. The position peaked at $327K in Q2 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Curi Wealth Management reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 863 Accenture shares in Q1 2024, an estimated $303K.
  • Curi Wealth Management first reported a position in Accenture in Q4 2020 and held it in 10 quarters.
  • Curi Wealth Management's Accenture position peaked at $327K in Q2 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.