GYL Financial Synergies’s Accenture ACN Stock Holding History

GYL Financial Synergies’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 Q3	$435K	Sell	1,231 -174	-12%	-$57.2K	0.03%	255
2024 Q2	$426K	Sell	1,405 -13,359	-90%	-$4.09M	0.03%	252
2024 Q1	$5.12M	Buy	14,764 +272	+2%	+$99.1K	0.4%	62
2023 Q4	$5.09M	Buy	14,492 +300	+2%	+$96.7K	0.42%	60
2023 Q3	$4.36M	Buy	14,192 +199	+1%	+$62.7K	0.42%	61
2023 Q2	$4.32M	Buy	13,993 +13,263	+1,817%	+$3.85M	0.39%	60
2023 Q1	$209K	Buy	+730	New	+$199K	0.03%	273
2022 Q2	–	Sell	-703	Closed	-$237K	–	193
2022 Q1	$237K	Sell	703 -32	-4%	-$10.8K	0.06%	183
2021 Q4	$304K	Buy	735 +49	+7%	+$17.9K	0.08%	163
2021 Q3	$219K	Buy	+686	New	+$223K	0.11%	175
2019 Q1	–	Sell	-1,489	Closed	-$210K	–	160
2018 Q4	$210K	Buy	+1,489	New	+$236K	0.15%	129

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Capital Research Global Investors

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

Massachusetts Financial Services

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

Wellington Management Group

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return