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Gerber Kawasaki Wealth & Investment Management’s Accenture ACN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2024
Q2 		– Sell
-684
Closed -$237K – 283
2024
Q1 		$237K Sell
684
-75
-10% -$27.3K 0.01% 250
2023
Q4 		$267K Buy
+759
New +$245K 0.02% 218
2021
Q4 		– Sell
-88
Closed -$28K – 286
2021
Q3 		$28K Buy
+88
New +$28.6K ﹤0.01% 423

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's ACN Position: Q2 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Accenture (ACN) in Q2 2024, closing a stake of 684 shares — an estimated $237K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in ACN in Q3 2021 and held it in 3 quarters. The position peaked at $267K in Q4 2023. 2,301 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 684 Accenture shares in Q2 2024, an estimated $237K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Accenture in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Accenture position peaked at $267K in Q4 2023.
  • 2,301 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.