EDRIA
ACN icon

Edmonds Duncan Registered Investment Advisors’s Accenture ACN Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q2 		– Sell
-600
Closed -$208K – 131
2024
Q1 		$208K Buy
600
+40
+7% +$14.6K 0.05% 123
2023
Q4 		$211K Buy
+560
New +$181K 0.05% 122
2022
Q2 		– Sell
-596
Closed -$201K – 128
2022
Q1 		$201K Hold
596
– – 0.06% 131
2021
Q4 		$205K Buy
+596
New +$217K 0.05% 133

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 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

Edmonds Duncan Registered Investment Advisors's ACN Position: Q2 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 600 shares — an estimated $208K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in ACN in Q4 2021 and held it in 4 quarters. The position peaked at $211K in Q4 2023. 2,301 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 600 Accenture shares in Q2 2024, an estimated $208K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Accenture in Q4 2021 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's Accenture position peaked at $211K in Q4 2023.
  • 2,301 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.