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Halpern Financial’s Accenture ACN Stock Holding History

Halpern Financial’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
-92
Closed -$30.6K – 221
2024
Q1 		$30.6K Hold
92
– – 0.01% 114
2023
Q4 		$31.1K Buy
+92
New +$29.7K 0.01% 119
2022
Q4 		– Sell
-100
Closed -$25.7K – 199
2022
Q3 		$25.7K Hold
100
– – 0.01% 100
2022
Q2 		$27.8K Hold
100
– – 0.01% 106
2022
Q1 		$33.7K Hold
100
– – 0.01% 111
2021
Q4 		$41.5K Buy
+100
New +$36.4K 0.02% 90

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
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Halpern Financial's ACN Position: Q2 2024 in Review

Halpern Financial sold out of Accenture (ACN) in Q2 2024, closing a stake of 92 shares — an estimated $30.6K sold.

Halpern Financial first reported a position in ACN in Q4 2021 and held it in 6 quarters. The position peaked at $41.5K in Q4 2021. 2,300 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Halpern Financial reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 92 Accenture shares in Q2 2024, an estimated $30.6K.
  • Halpern Financial first reported a position in Accenture in Q4 2021 and held it in 6 quarters.
  • Halpern Financial's Accenture position peaked at $41.5K in Q4 2021.
  • 2,300 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.