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First Trust Direct Indexing’s Accenture ACN Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-22,850
Closed -$8.08M – 12
2024
Q3 		$8.08M Buy
22,850
+3,950
+21% +$1.3M 0.43% 31
2024
Q2 		$5.73M Buy
18,900
+789
+4% +$242K 0.35% 43
2024
Q1 		$6.28M Buy
18,111
+1,630
+10% +$594K 0.47% 31
2023
Q4 		$5.78M Buy
16,481
+1,947
+13% +$628K 0.52% 25
2023
Q3 		$4.46M Buy
14,534
+719
+5% +$227K 0.51% 28
2023
Q2 		$4.26M Buy
13,815
+374
+3% +$109K 0.47% 30
2023
Q1 		$3.84M Sell
13,441
-1,196
-8% -$326K 0.46% 32
2022
Q4 		$3.91M Sell
14,637
-631
-4% -$175K 0.52% 32
2022
Q3 		$3.93M Buy
15,268
+849
+6% +$245K 0.57% 22
2022
Q2 		$4M Buy
14,419
+460
+3% +$138K 0.56% 26
2022
Q1 		$4.71M Buy
13,959
+1,155
+9% +$390K 0.57% 24
2021
Q4 		$5.31M Sell
12,804
-21
-0.2% -$7.65K 0.69% 15
2021
Q3 		$4.1M Buy
12,825
+1,789
+16% +$582K 0.58% 23
2021
Q2 		$3.25M Buy
11,036
+3,176
+40% +$909K 0.49% 28
2021
Q1 		$2.17M Buy
7,860
+992
+14% +$256K 0.58% 26
2020
Q4 		$1.79M Buy
+6,868
New +$1.65M 0.48% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Trust Direct Indexing's ACN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Accenture (ACN) in Q4 2024, closing a stake of 22,850 shares — an estimated $8.08M sold.

First Trust Direct Indexing first reported a position in ACN in Q4 2020 and held it in 16 quarters. The position peaked at $8.08M in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 22,850 Accenture shares in Q4 2024, an estimated $8.08M.
  • First Trust Direct Indexing first reported a position in Accenture in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Accenture position peaked at $8.08M in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.