CFA
ACN icon

CWS Financial Advisors’s Accenture ACN Stock Holding History

CWS Financial 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
-2,283
Closed -$631K – 143
2022
Q4 		$631K Buy
+2,283
New +$631K 0.27% 63
2022
Q3 		– Sell
-546
Closed -$152K – 136
2022
Q2 		$152K Sell
546
-700
-56% -$210K 0.07% 143
2022
Q1 		$420K Sell
1,246
-1,109
-47% -$374K 0.16% 93
2021
Q4 		$976K Buy
+2,355
New +$858K 0.34% 45
2021
Q2 		$672K Sell
2,281
-2
-0.1% -$573 0.27% 64
2021
Q1 		$631K Buy
2,283
+12
+0.5% +$3.1K 0.27% 63
2020
Q4 		$593K Sell
2,271
-8
-0.4% -$1.92K 0.34% 59
2020
Q3 		$515K Hold
2,279
– – 0.34% 61
2020
Q2 		$489K Sell
2,279
-65
-3% -$12.3K 0.35% 65
2020
Q1 		$494K Hold
2,344
– – 0.37% 59
2019
Q4 		$494K Buy
+2,344
New +$457K 0.36% 60

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

CWS Financial Advisors's ACN Position: Q1 2023 in Review

CWS Financial Advisors sold out of Accenture (ACN) in Q1 2023, closing a stake of 2,283 shares — an estimated $631K sold.

CWS Financial Advisors first reported a position in ACN in Q4 2019 and held it in 11 quarters. The position peaked at $976K in Q4 2021. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • CWS Financial Advisors reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 2,283 Accenture shares in Q1 2023, an estimated $631K.
  • CWS Financial Advisors first reported a position in Accenture in Q4 2019 and held it in 11 quarters.
  • CWS Financial Advisors's Accenture position peaked at $976K in Q4 2021.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.