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Domani Wealth’s Accenture ACN Stock Holding History

Domani Wealth’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 		$1.99M Hold
6,955
– – 0.46% 31
2022
Q4 		$1.86M Hold
6,955
– – 0.46% 32
2022
Q3 		$1.79M Hold
6,955
– – 0.52% 26
2022
Q2 		$1.93M Sell
6,955
-1,135
-14% -$341K 0.53% 26
2022
Q1 		$2.73M Hold
8,090
– – 0.59% 28
2021
Q4 		$3.35M Hold
8,090
– – 0.66% 24
2021
Q3 		$2.59M Hold
8,090
– – 0.54% 27
2021
Q2 		$2.38M Buy
8,090
+550
+7% +$157K 0.48% 29
2021
Q1 		$2.08M Buy
7,540
+100
+1% +$25.8K 0.4% 32
2020
Q4 		$1.94M Sell
7,440
-1,690
-19% -$405K 0.39% 32
2020
Q3 		$2.06M Hold
9,130
– – 0.45% 27
2020
Q2 		$1.96M Sell
9,130
-1,426
-14% -$270K 0.46% 28
2020
Q1 		$1.72M Buy
10,556
+720
+7% +$139K 0.46% 30
2019
Q4 		$2.07M Hold
9,836
– – 0.68% 27
2019
Q3 		$1.89M Buy
9,836
+65
+0.7% +$12.6K 0.69% 27
2019
Q2 		$1.8M Hold
9,771
– – 0.67% 29
2019
Q1 		$1.72M Hold
9,771
– – 0.69% 29
2018
Q4 		$1.38M Hold
9,771
– – 0.64% 27
2018
Q3 		$1.66M Hold
9,771
– – 0.71% 26
2018
Q2 		$1.6M Sell
9,771
-64
-0.7% -$9.95K 0.73% 25
2018
Q1 		$1.51M Buy
9,835
+375
+4% +$59.4K 0.65% 30
2017
Q4 		$1.45M Hold
9,460
– – 0.63% 31
2017
Q3 		$1.28M Hold
9,460
– – 0.55% 31
2017
Q2 		$1.17M Sell
9,460
-121
-1% -$14.7K 0.48% 34
2017
Q1 		$1.15M Sell
9,581
-253
-3% -$30.2K 0.47% 35
2016
Q4 		$1.15M Sell
9,834
-599
-6% -$71.1K 0.46% 38
2016
Q3 		$1.27M Buy
10,433
+414
+4% +$47.1K 0.48% 36
2016
Q2 		$1.14M Sell
10,019
-742
-7% -$86K 0.44% 42
2016
Q1 		$1.24M Buy
10,761
+680
+7% +$69.8K 0.47% 44
2015
Q4 		$1.05M Buy
10,081
+5,255
+109% +$555K 0.41% 44
2015
Q3 		$474K Buy
+4,826
New +$479K 0.26% 56

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

Domani Wealth's ACN Position: Q1 2023 in Review

Domani Wealth held its Accenture (ACN) position steady in Q1 2023 at 6,955 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #31.

Domani Wealth first reported a position in ACN in Q3 2015 and has held it in 31 quarters since. The position peaked at $3.35M in Q4 2021. 2,062 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • Domani Wealth held 6,955 shares of Accenture worth $1.99M as of Q1 2023.
  • Domani Wealth left its Accenture share count unchanged in Q1 2023.
  • Accenture made up 0.46% of Domani Wealth's portfolio in Q1 2023, its #31 holding.
  • Domani Wealth first reported a position in Accenture in Q3 2015 and has held it in 31 quarters since.
  • Domani Wealth's Accenture position peaked at $3.35M in Q4 2021.
  • 2,062 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.