Fusion Family Wealth’s Accenture ACN Stock Holding History

Fusion Family Wealth’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 Q2	–	Sell	-30	Closed	-$8K	–	39
2021 Q1	$8K	Hold	30	–	–	﹤0.01%	87
2020 Q4	$8K	Sell	30 -30	-50%	-$7.19K	﹤0.01%	78
2020 Q3	$14K	Buy	60 +30	+100%	+$6.87K	﹤0.01%	73
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	86
2020 Q1	$5K	Hold	30	–	–	﹤0.01%	102
2019 Q4	$6K	Hold	30	–	–	﹤0.01%	106
2019 Q3	$6K	Hold	30	–	–	﹤0.01%	112
2019 Q2	$6K	Hold	30	–	–	﹤0.01%	128
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	122
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	207
2018 Q3	$5K	Hold	30	–	–	﹤0.01%	213
2018 Q2	$5K	Buy	+30	New	+$4.67K	﹤0.01%	234

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Family Wealth's ACN Position: Q2 2021 in Review

Fusion Family Wealth sold out of Accenture (ACN) in Q2 2021, closing a stake of 30 shares — an estimated $8K sold.

Fusion Family Wealth first reported a position in ACN in Q2 2018 and held it in 12 quarters. The position peaked at $14K in Q3 2020. 1,864 funds tracked by Wall St. Rank hold ACN as of Q2 2021.

Fusion Family Wealth reported no remaining Accenture position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 30 Accenture shares in Q2 2021, an estimated $8K.
Fusion Family Wealth first reported a position in Accenture in Q2 2018 and held it in 12 quarters.
Fusion Family Wealth's Accenture position peaked at $14K in Q3 2020.
1,864 funds tracked by Wall St. Rank held Accenture as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.