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FormulaFolio Investments’s Accenture ACN Stock Holding History

FormulaFolio Investments’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
2021
Q1 		– Sell
-2,473
Closed -$646K – 471
2020
Q4 		$646K Buy
+2,473
New +$593K 0.01% 397

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FormulaFolio Investments's ACN Position: Q1 2021 in Review

FormulaFolio Investments sold out of Accenture (ACN) in Q1 2021, closing a stake of 2,473 shares — an estimated $646K sold.

FormulaFolio Investments first reported a position in ACN in Q4 2020 and held it in 1 quarter. The position peaked at $646K in Q4 2020. 1,832 funds tracked by Wall St. Rank hold ACN as of Q1 2021.

  • FormulaFolio Investments reported no remaining Accenture position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 2,473 Accenture shares in Q1 2021, an estimated $646K.
  • FormulaFolio Investments first reported a position in Accenture in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Accenture position peaked at $646K in Q4 2020.
  • 1,832 funds tracked by Wall St. Rank held Accenture as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.