Dorchester Wealth Management’s Accenture ACN Stock Holding History

Dorchester 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 Q4	–	Sell	-7,982	Closed	-$2.82M	–	147
2024 Q3	$2.82M	Sell	7,982 -1,730	-18%	-$569K	0.51%	50
2024 Q2	$2.95M	Buy	9,712 +1,472	+18%	+$451K	0.57%	47
2024 Q1	$2.86M	Buy	8,240 +100	+1%	+$36.4K	0.51%	50
2023 Q4	$2.86M	Sell	8,140 -450	-5%	-$145K	0.53%	51
2023 Q3	$2.64M	Sell	8,590 -200	-2%	-$63K	0.53%	50
2023 Q2	$2.71M	Sell	8,790 -450	-5%	-$131K	0.55%	48
2023 Q1	$2.64M	Hold	9,240	–	–	0.54%	49
2022 Q4	$2.47M	Buy	9,240 +1,000	+12%	+$277K	0.58%	47
2022 Q3	$2.12M	Buy	8,240 +200	+2%	+$57.8K	0.47%	52
2022 Q2	$2.23M	Buy	+8,040	New	+$2.42M	0.44%	54

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dorchester Wealth Management's ACN Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Accenture (ACN) in Q4 2024, closing a stake of 7,982 shares — an estimated $2.82M sold.

Dorchester Wealth Management first reported a position in ACN in Q2 2022 and held it in 10 quarters. The position peaked at $2.95M in Q2 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

Dorchester Wealth Management reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
Dorchester Wealth Management sold 7,982 Accenture shares in Q4 2024, an estimated $2.82M.
Dorchester Wealth Management first reported a position in Accenture in Q2 2022 and held it in 10 quarters.
Dorchester Wealth Management's Accenture position peaked at $2.95M in Q2 2024.
2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.