FirstPurpose Wealth’s Accenture ACN Stock Holding History

FirstPurpose Wealth’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 Q1	$1M	Sell	3,089 -226	-7%	-$82.4K	0.36%	51
2023 Q4	$1.16M	Buy	3,315 +144	+5%	+$46.4K	0.44%	39
2023 Q3	$974K	Buy	3,171 +20	+0.6%	+$6.3K	0.42%	43
2023 Q2	$972K	Buy	3,151 +264	+9%	+$76.7K	0.42%	44
2023 Q1	$825K	Buy	2,887 +176	+6%	+$48K	0.41%	47
2022 Q4	$723K	Sell	2,711 -194	-7%	-$53.7K	0.4%	44
2022 Q3	$747K	Buy	2,905 +431	+17%	+$125K	0.49%	37
2022 Q2	$687K	Buy	2,474 +297	+14%	+$89.2K	0.46%	41
2022 Q1	$734K	Buy	2,177 +191	+10%	+$64.4K	0.57%	38
2021 Q4	$823K	Buy	+1,986	New	+$724K	0.52%	34

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

FirstPurpose Wealth's ACN Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Accenture (ACN) stake by 6.8% in Q1 2024, selling an estimated $82.4K and leaving 3,089 shares worth $1M. The position accounts for 0.36% of the portfolio, ranked #51.

FirstPurpose Wealth first reported a position in ACN in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.16M in Q4 2023. 2,343 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

FirstPurpose Wealth held 3,089 shares of Accenture worth $1M as of Q1 2024.
FirstPurpose Wealth sold 226 Accenture shares in Q1 2024, an estimated $82.4K.
Accenture made up 0.36% of FirstPurpose Wealth's portfolio in Q1 2024, its #51 holding.
FirstPurpose Wealth first reported a position in Accenture in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Accenture position peaked at $1.16M in Q4 2023.
2,343 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.