First Personal Financial Services’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.6M | Sell |
44,143
-142
| -0.3% | -$46.7K | 3.3% | 2 |
|
|
2024
Q2 | $13.4M | Buy |
44,285
+104
| +0.2% | +$31.9K | 3.04% | 4 |
|
|
2024
Q1 | $15.3M | Sell |
44,181
-506
| -1% | -$184K | 3.55% | 1 |
|
|
2023
Q4 | $15.7M | Sell |
44,687
-360
| -0.8% | -$116K | 3.82% | 1 |
|
|
2023
Q3 | $13.8M | Buy |
45,047
+92
| +0.2% | +$29K | 3.6% | 1 |
|
|
2023
Q2 | $13.9M | Sell |
44,955
-25
| -0.1% | -$7.26K | 3.45% | 1 |
|
|
2023
Q1 | $12.9M | Buy |
44,980
+1,149
| +3% | +$313K | 3.33% | 1 |
|
|
2022
Q4 | $11.7M | Buy |
43,831
+680
| +2% | +$188K | 3.17% | 2 |
|
|
2022
Q3 | $11.1M | Buy |
43,151
+183
| +0.4% | +$52.9K | 3.23% | 1 |
|
|
2022
Q2 | $11.9M | Sell |
42,968
-124
| -0.3% | -$37.3K | 3.34% | 1 |
|
|
2022
Q1 | $14.5M | Buy |
43,092
+1,276
| +3% | +$430K | 3.39% | 1 |
|
|
2021
Q4 | $17.3M | Sell |
41,816
-295
| -0.7% | -$108K | 3.88% | 1 |
|
|
2021
Q3 | $13.5M | Buy |
42,111
+320
| +0.8% | +$104K | 3.35% | 1 |
|
|
2021
Q2 | $12.3M | Buy |
41,791
+217
| +0.5% | +$62.1K | 3.15% | 2 |
|
|
2021
Q1 | $11.5M | Sell |
41,574
-160
| -0.4% | -$41.4K | 3.14% | 2 |
|
|
2020
Q4 | $10.9M | Buy |
41,734
+546
| +1% | +$131K | 3.11% | 3 |
|
|
2020
Q3 | $9.31M | Sell |
41,188
-136
| -0.3% | -$31.2K | 2.96% | 5 |
|
|
2020
Q2 | $8.87M | Sell |
41,324
-247
| -0.6% | -$46.7K | 3.03% | 4 |
|
|
2020
Q1 | $6.79M | Buy |
41,571
+5,144
| +14% | +$991K | 2.62% | 6 |
|
|
2019
Q4 | $7.67M | Sell |
36,427
-2,425
| -6% | -$473K | 2.49% | 5 |
|
|
2019
Q3 | $7.47M | Sell |
38,852
-4,824
| -11% | -$934K | 2.32% | 6 |
|
|
2019
Q2 | $8.07M | Sell |
43,676
-265
| -0.6% | -$47.6K | 2.3% | 5 |
|
|
2019
Q1 | $7.74M | Sell |
43,941
-307
| -0.7% | -$48.2K | 2.36% | 5 |
|
|
2018
Q4 | $6.24M | Buy |
44,248
+214
| +0.5% | +$33.9K | 2.15% | 6 |
|
|
2018
Q3 | $7.5M | Sell |
44,034
-1,957
| -4% | -$326K | 2.37% | 4 |
|
|
2018
Q2 | $7.52M | Sell |
45,991
-1,109
| -2% | -$172K | 2.52% | 3 |
|
|
2018
Q1 | $7.23M | Sell |
47,100
-13,400
| -22% | -$2.12M | 1.59% | 11 |
|
|
2017
Q4 | $9.26M | Buy |
60,500
+2,025
| +3% | +$293K | 1.8% | 4 |
|
|
2017
Q3 | $7.9M | Buy |
58,475
+1,355
| +2% | +$177K | 1.67% | 10 |
|
|
2017
Q2 | $7.07M | Sell |
57,120
-377
| -0.7% | -$45.9K | 1.55% | 13 |
|
|
2017
Q1 | $6.89M | Buy |
57,497
+2,321
| +4% | +$277K | 1.65% | 9 |
|
|
2016
Q4 | $6.46M | Buy |
55,176
+104
| +0.2% | +$12.3K | 1.7% | 7 |
|
|
2016
Q3 | $6.73M | Buy |
55,072
+1,331
| +2% | +$152K | 1.96% | 7 |
|
|
2016
Q2 | $6.09M | Buy |
53,741
+3,934
| +8% | +$456K | 2.08% | 4 |
|
|
2016
Q1 | $5.75M | Buy |
49,807
+17,047
| +52% | +$1.75M | 2.84% | 3 |
|
|
2015
Q4 | $3.42M | Buy |
32,760
+224
| +0.7% | +$23.6K | 1.93% | 10 |
|
|
2015
Q3 | $3.2M | Buy |
32,536
+1,205
| +4% | +$120K | 1.92% | 7 |
|
|
2015
Q2 | $3.03M | Buy |
31,331
+564
| +2% | +$53.9K | 1.82% | 8 |
|
|
2015
Q1 | $2.88M | Sell |
30,767
-1,525
| -5% | -$136K | 1.75% | 8 |
|
|
2014
Q4 | $2.88M | Buy |
+32,292
| New | +$2.68M | 1.69% | 12 |
|
Other funds holding ACN
First Personal Financial Services's ACN Position: Q3 2024 in Review
First Personal Financial Services reduced its Accenture (ACN) stake by 0.32% in Q3 2024, selling an estimated $46.7K and leaving 44,143 shares worth $15.6M. The position accounts for 3.3% of the portfolio, ranked #2.
First Personal Financial Services first reported a position in ACN in Q4 2014 and has held it in 40 quarters since. The position peaked at $17.3M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.
- First Personal Financial Services held 44,143 shares of Accenture worth $15.6M as of Q3 2024.
- First Personal Financial Services sold 142 Accenture shares in Q3 2024, an estimated $46.7K.
- Accenture made up 3.3% of First Personal Financial Services's portfolio in Q3 2024, its #2 holding.
- First Personal Financial Services first reported a position in Accenture in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Accenture position peaked at $17.3M in Q4 2021.
- 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.