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Doyle Wealth Management’s Accenture ACN Stock Holding History

Doyle 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
2022
Q3 		$16.2M Sell
63,138
-123
-0.2% -$35.5K 1.4% 24
2022
Q2 		$17.6M Buy
63,261
+433
+0.7% +$130K 1.42% 23
2022
Q1 		$21.2M Buy
62,828
+822
+1% +$277K 1.53% 20
2021
Q4 		$25.7M Sell
62,006
-120
-0.2% -$43.7K 1.84% 16
2021
Q3 		$19.9M Sell
62,126
-204
-0.3% -$66.4K 1.58% 19
2021
Q2 		$18.4M Buy
62,330
+1,037
+2% +$297K 1.52% 22
2021
Q1 		$16.9M Buy
61,293
+1,038
+2% +$268K 1.62% 18
2020
Q4 		$15.7M Buy
60,255
+831
+1% +$199K 1.6% 22
2020
Q3 		$13.4M Buy
59,424
+726
+1% +$166K 1.56% 23
2020
Q2 		$12.6M Buy
58,698
+1,262
+2% +$239K 1.66% 25
2020
Q1 		$9.38M Buy
57,436
+19,557
+52% +$3.77M 1.49% 34
2019
Q4 		$7.98M Buy
+37,879
New +$7.38M 1% 42
2019
Q3 		– Sell
-687
Closed -$127K – 203
2019
Q2 		$127K Buy
+687
New +$123K 0.02% 242
2019
Q1 		– Sell
-679
Closed -$96K – 197
2018
Q4 		$96K Buy
+679
New +$107K 0.02% 260

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Doyle Wealth Management's ACN Position: Q3 2022 in Review

Doyle Wealth Management reduced its Accenture (ACN) stake by 0.19% in Q3 2022, selling an estimated $35.5K and leaving 63,138 shares worth $16.2M. The position accounts for 1.4% of the portfolio, ranked #24.

Doyle Wealth Management first reported a position in ACN in Q4 2018 and has held it in 14 quarters since. The position peaked at $25.7M in Q4 2021. 1,942 funds tracked by Wall St. Rank hold ACN as of Q3 2022.

  • Doyle Wealth Management held 63,138 shares of Accenture worth $16.2M as of Q3 2022.
  • Doyle Wealth Management sold 123 Accenture shares in Q3 2022, an estimated $35.5K.
  • Accenture made up 1.4% of Doyle Wealth Management's portfolio in Q3 2022, its #24 holding.
  • Doyle Wealth Management first reported a position in Accenture in Q4 2018 and has held it in 14 quarters since.
  • Doyle Wealth Management's Accenture position peaked at $25.7M in Q4 2021.
  • 1,942 funds tracked by Wall St. Rank held Accenture as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.