Guardian Wealth Management (Illinois)’s Accenture ACN Stock Holding History

Guardian Wealth Management (Illinois)’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	-5	Closed	-$1.73K	–	246
2024 Q1	$1.73K	Sell	5 -7,974	-100%	-$2.91M	﹤0.01%	213
2023 Q4	$2.8M	Sell	7,979 -201	-2%	-$64.8K	2.37%	13
2023 Q3	$2.51M	Sell	8,180 -17	-0.2%	-$5.36K	2.35%	11
2023 Q2	$2.53M	Buy	8,197 +203	+3%	+$59K	2.31%	11
2023 Q1	$2.28M	Buy	7,994 +161	+2%	+$43.9K	2.2%	14
2022 Q4	$2.09M	Buy	7,833 +148	+2%	+$40.9K	2.06%	16
2022 Q3	$1.98M	Buy	7,685 +108	+1%	+$31.2K	2.24%	11
2022 Q2	$2.1M	Buy	7,577 +285	+4%	+$85.6K	2.26%	9
2022 Q1	$2.46M	Buy	7,292 +41	+0.6%	+$13.8K	2.44%	6
2021 Q4	$3.01M	Buy	+7,251	New	+$2.64M	2.89%	6

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Guardian Wealth Management (Illinois)'s ACN Position: Q2 2024 in Review

Guardian Wealth Management (Illinois) sold out of Accenture (ACN) in Q2 2024, closing a stake of 5 shares — an estimated $1.73K sold.

Guardian Wealth Management (Illinois) first reported a position in ACN in Q4 2021 and held it in 10 quarters. The position peaked at $3.01M in Q4 2021. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

Guardian Wealth Management (Illinois) reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 5 Accenture shares in Q2 2024, an estimated $1.73K.
Guardian Wealth Management (Illinois) first reported a position in Accenture in Q4 2021 and held it in 10 quarters.
Guardian Wealth Management (Illinois)'s Accenture position peaked at $3.01M in Q4 2021.
2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2024, filed 8 Aug 2024.