EWM
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Elite Wealth Management’s Accenture ACN Stock Holding History

Elite 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
Q2 		– Sell
-626
Closed -$217K – 44
2024
Q1 		$217K Sell
626
-15
-2% -$5.47K 0.01% 49
2023
Q4 		$225K Sell
641
-412
-39% -$133K 0.01% 43
2023
Q3 		$323K Sell
1,053
-3,110
-75% -$980K 0.02% 40
2023
Q2 		$1.28M Buy
4,163
+2,978
+251% +$865K 0.1% 30
2023
Q1 		$339K Hold
1,185
– – 0.02% 43
2022
Q4 		$316K Buy
1,185
+61
+5% +$16.9K 0.03% 44
2022
Q3 		$289K Hold
1,124
– – 0.02% 41
2022
Q2 		$312K Hold
1,124
– – 0.05% 42
2022
Q1 		$379K Sell
1,124
-27
-2% -$9.11K 0.06% 42
2021
Q4 		$477K Sell
1,151
-18
-2% -$6.56K 0.07% 40
2021
Q3 		$374K Buy
1,169
+27
+2% +$8.78K 0.07% 46
2021
Q2 		$337 Buy
+1,142
New +$327K 0.03% 46
2020
Q1 		– Sell
-3,719
Closed -$783K – 37
2019
Q4 		$783K Sell
3,719
-30
-0.8% -$5.85K 0.44% 15
2019
Q3 		$721K Sell
3,749
-251
-6% -$48.6K 0.99% 15
2019
Q2 		$739K Sell
4,000
-303
-7% -$54.4K 1% 14
2019
Q1 		$757K Sell
4,303
-644
-13% -$101K 1.4% 14
2018
Q4 		$698K Buy
4,947
+82
+2% +$13K 0.68% 31
2018
Q3 		$828K Buy
4,865
+8
+0.2% +$1.33K 0.18% 34
2018
Q2 		$795K Buy
4,857
+283
+6% +$44K 0.28% 33
2018
Q1 		$702K Buy
4,574
+129
+3% +$20.4K 0.58% 40
2017
Q4 		$680K Buy
+4,445
New +$644K 0.57% 40
2014
Q3 		– Sell
-6,715
Closed -$538K – 654
2014
Q2 		$542K Buy
+6,715
New +$539K 0.54% 54
2014
Q1 		– Sell
-128
Closed -$11K – 323
2013
Q4 		$11K Buy
+128
New +$9.68K 0.01% 343

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

Elite Wealth Management's ACN Position: Q2 2024 in Review

Elite Wealth Management sold out of Accenture (ACN) in Q2 2024, closing a stake of 626 shares — an estimated $217K sold.

Elite Wealth Management first reported a position in ACN in Q4 2013 and held it in 23 quarters. The position peaked at $1.28M in Q2 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Elite Wealth Management reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Elite Wealth Management sold 626 Accenture shares in Q2 2024, an estimated $217K.
  • Elite Wealth Management first reported a position in Accenture in Q4 2013 and held it in 23 quarters.
  • Elite Wealth Management's Accenture position peaked at $1.28M in Q2 2023.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Elite Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.