Fortis Advisors’s Accenture ACN Stock Holding History

Fortis Advisors’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
2023 Q2	–	Sell	-60	Closed	-$17.1K	–	94
2023 Q1	$17.1K	Hold	60	–	–	0.01%	189
2022 Q4	$16K	Hold	60	–	–	0.01%	188
2022 Q3	$15K	Hold	60	–	–	0.01%	189
2022 Q2	$17K	Hold	60	–	–	0.01%	205
2022 Q1	$20K	Hold	60	–	–	0.01%	219
2021 Q4	$25K	Hold	60	–	–	0.01%	192
2021 Q3	$19K	Hold	60	–	–	0.01%	205
2021 Q2	$18K	Hold	60	–	–	0.01%	210
2021 Q1	$17K	Hold	60	–	–	0.01%	179
2020 Q4	$16K	Buy	+60	New	+$14.4K	0.01%	136
2020 Q2	–	Sell	-272	Closed	-$44K	–	169
2020 Q1	$44K	Buy	272 +62	+30%	+$11.9K	0.03%	187
2019 Q4	$44K	Hold	210	–	–	0.03%	214
2019 Q3	$40K	Buy	+210	New	+$40.6K	0.02%	216

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fortis Advisors's ACN Position: Q2 2023 in Review

Fortis Advisors sold out of Accenture (ACN) in Q2 2023, closing a stake of 60 shares — an estimated $17.1K sold.

Fortis Advisors first reported a position in ACN in Q3 2019 and held it in 13 quarters. The position peaked at $44K in Q1 2020. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

Fortis Advisors reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 60 Accenture shares in Q2 2023, an estimated $17.1K.
Fortis Advisors first reported a position in Accenture in Q3 2019 and held it in 13 quarters.
Fortis Advisors's Accenture position peaked at $44K in Q1 2020.
2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.