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GGM Wealth Advisors’s Accenture ACN Stock Holding History

GGM Wealth 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
2024
Q1 		– Sell
-2,200
Closed -$816K – 131
2023
Q4 		$816K Hold
2,200
– – 0.34% 57
2023
Q3 		$676K Hold
2,200
– – 0.29% 62
2023
Q2 		$681K Buy
+2,200
New +$639K 0.28% 63
2023
Q1 		– Sell
-2,200
Closed -$592K – 61
2022
Q4 		$592K Hold
2,200
– – 0.31% 66
2022
Q3 		$617K Hold
2,200
– – 0.33% 61
2022
Q2 		$602K Hold
2,200
– – 0.34% 58
2022
Q1 		$705K Buy
+2,200
New +$742K 0.35% 58

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GGM Wealth Advisors's ACN Position: Q1 2024 in Review

GGM Wealth Advisors sold out of Accenture (ACN) in Q1 2024, closing a stake of 2,200 shares — an estimated $816K sold.

GGM Wealth Advisors first reported a position in ACN in Q1 2022 and held it in 7 quarters. The position peaked at $816K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • GGM Wealth Advisors reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 2,200 Accenture shares in Q1 2024, an estimated $816K.
  • GGM Wealth Advisors first reported a position in Accenture in Q1 2022 and held it in 7 quarters.
  • GGM Wealth Advisors's Accenture position peaked at $816K in Q4 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on GGM Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.