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H&H Retirement Design & Management’s Accenture ACN Stock Holding History

H&H Retirement Design & 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
2023
Q4 		– Sell
-1,000
Closed -$302K – 62
2023
Q3 		$302K Buy
+1,000
New +$315K 0.21% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

H&H Retirement Design & Management's ACN Position: Q4 2023 in Review

H&H Retirement Design & Management sold out of Accenture (ACN) in Q4 2023, closing a stake of 1,000 shares — an estimated $302K sold.

H&H Retirement Design & Management first reported a position in ACN in Q3 2023 and held it in 1 quarter. The position peaked at $302K in Q3 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • H&H Retirement Design & Management reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 1,000 Accenture shares in Q4 2023, an estimated $302K.
  • H&H Retirement Design & Management first reported a position in Accenture in Q3 2023 and held it in 1 quarter.
  • H&H Retirement Design & Management's Accenture position peaked at $302K in Q3 2023.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on H&H Retirement Design & Management's 13F filing for Q4 2023, filed 9 Feb 2024.