FP
ACN icon

Fiduciary Planning’s Accenture ACN Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-153
Closed -$42K – 64
2021
Q1 		$42K Buy
153
+1
+0.7% +$258 0.06% 83
2020
Q4 		$40K Hold
152
– – 0.06% 88
2020
Q3 		$34K Buy
+152
New +$34.8K 0.06% 76

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Planning's ACN Position: Q2 2021 in Review

Fiduciary Planning sold out of Accenture (ACN) in Q2 2021, closing a stake of 153 shares — an estimated $42K sold.

Fiduciary Planning first reported a position in ACN in Q3 2020 and held it in 3 quarters. The position peaked at $42K in Q1 2021. 1,864 funds tracked by Wall St. Rank hold ACN as of Q2 2021.

  • Fiduciary Planning reported no remaining Accenture position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 153 Accenture shares in Q2 2021, an estimated $42K.
  • Fiduciary Planning first reported a position in Accenture in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Accenture position peaked at $42K in Q1 2021.
  • 1,864 funds tracked by Wall St. Rank held Accenture as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.