FWA
ACN icon

Freedom Wealth Alliance’s Accenture ACN Stock Holding History

Freedom Wealth Alliance’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
Q3 		– Sell
-653
Closed -$206K – 48
2023
Q2 		$206K Buy
+653
New +$190K 0.29% 54
2023
Q1 		– Sell
-553
Closed -$148K – 67
2022
Q4 		$148K Buy
+553
New +$153K 0.21% 70

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Freedom Wealth Alliance's ACN Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of Accenture (ACN) in Q3 2023, closing a stake of 653 shares — an estimated $206K sold.

Freedom Wealth Alliance first reported a position in ACN in Q4 2022 and held it in 2 quarters. The position peaked at $206K in Q2 2023. 2,135 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining Accenture position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 653 Accenture shares in Q3 2023, an estimated $206K.
  • Freedom Wealth Alliance first reported a position in Accenture in Q4 2022 and held it in 2 quarters.
  • Freedom Wealth Alliance's Accenture position peaked at $206K in Q2 2023.
  • 2,135 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.