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FC
Fulcrum Capital’s
Accenture
ACN
Stock Holding History
Fulcrum Capital’s Portfolio
ACN Stock Details
ACN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-747
Closed
-$239K
–
86
2021
Q3
$239K
Hold
747
–
–
0.06%
80
2021
Q2
$220K
Sell
747
-35
-4%
-$10K
0.06%
79
2021
Q1
$216K
Sell
782
-410
-34%
-$106K
0.06%
80
2020
Q4
$311K
Buy
+1,192
New
+$286K
0.09%
63
2020
Q1
–
Sell
-990
Closed
-$208K
–
64
2019
Q4
$208K
Buy
+990
New
+$193K
0.06%
72
2019
Q3
–
Sell
-5,190
Closed
-$959K
–
76
2019
Q2
$959K
Buy
5,190
+360
+7%
+$64.7K
0.35%
41
2019
Q1
$850K
Hold
4,830
–
–
0.32%
42
2018
Q4
$681K
Sell
4,830
-1,500
-24%
-$237K
0.31%
43
2018
Q3
$1.08M
Hold
6,330
–
–
0.42%
44
2018
Q2
$1.04M
Hold
6,330
–
–
0.49%
39
2018
Q1
$972K
Buy
6,330
+42
+0.7%
+$6.65K
0.32%
47
2017
Q4
$963K
Buy
+6,288
New
+$911K
0.31%
47
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1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
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$298B AUM
21.96%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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