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Evolution Wealth Advisors’s Accenture ACN Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-361
Closed -$115K – 147
2021
Q3 		$115K Buy
361
+117
+48% +$38.1K 0.02% 146
2021
Q2 		$72K Sell
244
-193
-44% -$55.3K 0.01% 186
2021
Q1 		$121K Buy
437
+188
+76% +$48.6K 0.03% 141
2020
Q4 		$65K Sell
249
-21
-8% -$5.03K 0.01% 166
2020
Q3 		$61K Buy
270
+130
+93% +$29.8K 0.02% 168
2020
Q2 		$30K Buy
140
+119
+567% +$22.5K 0.01% 171
2020
Q1 		$3K Sell
21
-313
-94% -$60.3K ﹤0.01% 282
2019
Q4 		$70K Buy
334
+313
+1,490% +$61K 0.02% 127
2019
Q3 		$4K Buy
+21
New +$4.06K ﹤0.01% 296

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evolution Wealth Advisors's ACN Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Accenture (ACN) in Q4 2021, closing a stake of 361 shares — an estimated $115K sold.

Evolution Wealth Advisors first reported a position in ACN in Q3 2019 and held it in 9 quarters. The position peaked at $121K in Q1 2021. 2,105 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Accenture position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 361 Accenture shares in Q4 2021, an estimated $115K.
  • Evolution Wealth Advisors first reported a position in Accenture in Q3 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Accenture position peaked at $121K in Q1 2021.
  • 2,105 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.