Global Wealth Management Investment Advisory’s Accenture ACN Stock Holding History

Global Wealth Management Investment Advisory’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
2022 Q3	–	Sell	-13	Closed	-$4K	–	138
2022 Q2	$4K	Buy	+13	New	+$3.91K	﹤0.01%	350
2021 Q4	–	Sell	-250	Closed	-$80K	–	449
2021 Q3	$80K	Hold	250	–	–	0.03%	184
2021 Q2	$74K	Buy	+250	New	+$71.6K	0.02%	178
2019 Q4	–	Sell	-19	Closed	-$4K	–	593
2019 Q3	$4K	Hold	19	–	–	﹤0.01%	415
2019 Q2	$4K	Sell	19 -4	-17%	-$718	﹤0.01%	454
2019 Q1	$4K	Buy	23 +4	+21%	+$628	﹤0.01%	463
2018 Q4	$3K	Buy	+19	New	+$3.01K	﹤0.01%	531

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Global Wealth Management Investment Advisory's ACN Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Accenture (ACN) in Q3 2022, closing a stake of 13 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in ACN in Q4 2018 and held it in 7 quarters. The position peaked at $80K in Q3 2021. 1,942 funds tracked by Wall St. Rank hold ACN as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Accenture position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 13 Accenture shares in Q3 2022, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Accenture in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Accenture position peaked at $80K in Q3 2021.
1,942 funds tracked by Wall St. Rank held Accenture as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.