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EPG Wealth Management’s Accenture ACN Stock Holding History

EPG 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
-2,085
Closed -$639K – 144
2024
Q1 		$723K Buy
2,085
+146
+8% +$53.2K 0.18% 143
2023
Q4 		$704K Buy
1,939
+114
+6% +$36.8K 0.19% 136
2023
Q3 		$561K Buy
1,825
+110
+6% +$34.7K 0.17% 141
2023
Q2 		$529K Buy
1,715
+144
+9% +$41.8K 0.16% 145
2023
Q1 		$449K Buy
1,571
+656
+72% +$179K 0.14% 149
2022
Q4 		$244K Sell
915
-4
-0.4% -$1.11K 0.09% 184
2022
Q3 		$236K Buy
919
+69
+8% +$19.9K 0.1% 179
2022
Q2 		$236K Buy
850
+9
+1% +$2.7K 0.1% 187
2022
Q1 		$284K Buy
841
+166
+25% +$56K 0.1% 183
2021
Q4 		$280K Buy
675
+26
+4% +$9.48K 0.1% 179
2021
Q3 		$208K Buy
+649
New +$211K 0.08% 204
2020
Q2 		– Sell
-395
Closed -$65K – 147
2020
Q1 		$65K Buy
395
+129
+48% +$24.8K 0.05% 239
2019
Q4 		$56K Buy
+266
New +$51.8K 0.04% 223

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

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

EPG Wealth Management sold out of Accenture (ACN) in Q2 2024, closing a stake of 2,085 shares — an estimated $639K sold.

EPG Wealth Management first reported a position in ACN in Q4 2019 and held it in 13 quarters. The position peaked at $723K in Q1 2024. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • EPG Wealth Management reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 2,085 Accenture shares in Q2 2024, an estimated $639K.
  • EPG Wealth Management first reported a position in Accenture in Q4 2019 and held it in 13 quarters.
  • EPG Wealth Management's Accenture position peaked at $723K in Q1 2024.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

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