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Engrave Wealth Partners’s Accenture ACN Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-193
Closed -$41K – 52
2020
Q2 		$41K Hold
193
– – 0.04% 128
2020
Q1 		$31K Sell
193
-14
-7% -$2.7K 0.04% 121
2019
Q4 		$43K Buy
+207
New +$40.3K 0.04% 139

Other funds holding ACN

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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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Engrave Wealth Partners's ACN Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Accenture (ACN) in Q3 2020, closing a stake of 193 shares — an estimated $41K sold.

Engrave Wealth Partners first reported a position in ACN in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 1,635 funds tracked by Wall St. Rank hold ACN as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Accenture position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 193 Accenture shares in Q3 2020, an estimated $41K.
  • Engrave Wealth Partners first reported a position in Accenture in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Accenture position peaked at $43K in Q4 2019.
  • 1,635 funds tracked by Wall St. Rank held Accenture as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.