FCA
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FinTrust Capital Advisors’s Accenture ACN Stock Holding History

FinTrust Capital 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
Q3 		$598K Sell
1,692
-28
-2% -$9.21K 0.1% 167
2024
Q2 		$522K Sell
1,720
-33
-2% -$10.1K 0.09% 165
2024
Q1 		$608K Sell
1,753
-37
-2% -$13.5K 0.12% 154
2023
Q4 		$628K Buy
1,790
+434
+32% +$140K 0.13% 150
2023
Q3 		$416K Sell
1,356
-277
-17% -$87.3K 0.09% 173
2023
Q2 		$436K Hold
1,633
– – 0.1% 174
2023
Q1 		$436K Hold
1,633
– – 0.11% 172
2022
Q4 		$436K Sell
1,633
-614
-27% -$170K 0.11% 171
2022
Q3 		$593K Sell
2,247
-24
-1% -$6.94K 0.15% 144
2022
Q2 		$654K Buy
2,271
+54
+2% +$16.2K 0.16% 134
2022
Q1 		$747K Sell
2,217
-8
-0.4% -$2.7K 0.17% 129
2021
Q4 		$922K Sell
2,225
-101
-4% -$36.8K 0.22% 100
2021
Q3 		$744K Buy
2,326
+218
+10% +$70.9K 0.2% 106
2021
Q2 		$621K Buy
2,108
+109
+5% +$31.2K 0.16% 119
2021
Q1 		$552K Buy
1,999
+668
+50% +$173K 0.16% 120
2020
Q4 		$348K Sell
1,331
-144
-10% -$34.5K 0.11% 159
2020
Q3 		$333 Buy
1,475
+135
+10% +$30.9K 0.07% 159
2020
Q2 		$288K Buy
1,340
+1,192
+805% +$225K 0.11% 158
2020
Q1 		$24K Buy
148
+27
+22% +$5.2K 0.01% 582
2019
Q4 		$25K Buy
121
+23
+23% +$4.48K 0.01% 588
2019
Q3 		$19K Sell
98
-4,235
-98% -$820K 0.01% 656
2019
Q2 		$801K Sell
4,333
-16
-0.4% -$2.87K 0.32% 61
2019
Q1 		$766K Buy
4,349
+575
+15% +$90.3K 0.32% 60
2018
Q4 		$532K Buy
+3,774
New +$597K 0.26% 82

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
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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FinTrust Capital Advisors's ACN Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Accenture (ACN) stake by 1.6% in Q3 2024, selling an estimated $9.21K and leaving 1,692 shares worth $598K. The position accounts for 0.1% of the portfolio, ranked #167.

FinTrust Capital Advisors first reported a position in ACN in Q4 2018 and has held it in 24 quarters since. The position peaked at $922K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • FinTrust Capital Advisors held 1,692 shares of Accenture worth $598K as of Q3 2024.
  • FinTrust Capital Advisors sold 28 Accenture shares in Q3 2024, an estimated $9.21K.
  • Accenture made up 0.1% of FinTrust Capital Advisors's portfolio in Q3 2024, its #167 holding.
  • FinTrust Capital Advisors first reported a position in Accenture in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Accenture position peaked at $922K in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.