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FMFE Wealth Management’s Accenture ACN Stock Holding History

FMFE Wealth Management’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 		$233K Hold
767
– – 0.22% 17
2024
Q1 		$266K Hold
767
– – 0.24% 16
2023
Q4 		$269K Buy
+767
New +$247K 0.27% 16

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FMFE Wealth Management's ACN Position: Q2 2024 in Review

FMFE Wealth Management held its Accenture (ACN) position steady in Q2 2024 at 767 shares worth $233K. The position accounts for 0.22% of the portfolio, ranked #17.

FMFE Wealth Management first reported a position in ACN in Q4 2023 and has held it in 3 quarters since. The position peaked at $269K in Q4 2023. 2,300 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • FMFE Wealth Management held 767 shares of Accenture worth $233K as of Q2 2024.
  • FMFE Wealth Management left its Accenture share count unchanged in Q2 2024.
  • Accenture made up 0.22% of FMFE Wealth Management's portfolio in Q2 2024, its #17 holding.
  • FMFE Wealth Management first reported a position in Accenture in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's Accenture position peaked at $269K in Q4 2023.
  • 2,300 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.