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Delap Wealth Advisory’s Accenture ACN Stock Holding History

Delap Wealth 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
2024
Q2 		– Sell
-790
Closed -$274K – 122
2024
Q1 		$274K Buy
+790
New +$288K 0.11% 171
2023
Q2 		– Sell
-1,800
Closed -$514K – 51
2023
Q1 		$514K Sell
1,800
-409
-19% -$111K 0.53% 30
2022
Q4 		$589K Buy
+2,209
New +$611K 0.62% 31

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

Delap Wealth Advisory's ACN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Accenture (ACN) in Q2 2024, closing a stake of 790 shares — an estimated $274K sold.

Delap Wealth Advisory first reported a position in ACN in Q4 2022 and held it in 3 quarters. The position peaked at $589K in Q4 2022. 2,300 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 790 Accenture shares in Q2 2024, an estimated $274K.
  • Delap Wealth Advisory first reported a position in Accenture in Q4 2022 and held it in 3 quarters.
  • Delap Wealth Advisory's Accenture position peaked at $589K in Q4 2022.
  • 2,300 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.