Financial Synergies Wealth Advisors’s Accenture ACN Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-40	Closed	-$13.9K	–	75
2024 Q1	$13.9K	Buy	40 +6	+18%	+$2.19K	﹤0.01%	230
2023 Q4	$9.07K	Sell	34 -6	-15%	-$1.93K	﹤0.01%	194
2023 Q3	$12.3K	Hold	40	–	–	﹤0.01%	217
2023 Q2	$12.3K	Sell	40 -12	-23%	-$3.49K	﹤0.01%	214
2023 Q1	$14.9K	Buy	52 +18	+53%	+$4.91K	﹤0.01%	206
2022 Q4	$9.07K	Buy	34 +21	+162%	+$5.81K	﹤0.01%	194
2022 Q3	$3.35K	Buy	13 +4	+44%	+$1.16K	﹤0.01%	207
2022 Q2	$2.5K	Buy	+9	New	+$2.7K	﹤0.01%	220

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Synergies Wealth Advisors's ACN Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Accenture (ACN) in Q2 2024, closing a stake of 40 shares — an estimated $13.9K sold.

Financial Synergies Wealth Advisors first reported a position in ACN in Q2 2022 and held it in 8 quarters. The position peaked at $14.9K in Q1 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 40 Accenture shares in Q2 2024, an estimated $13.9K.
Financial Synergies Wealth Advisors first reported a position in Accenture in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Accenture position peaked at $14.9K in Q1 2023.
2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.