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HC Financial Advisors’s Accenture ACN Stock Holding History

HC Financial Advisors’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
Q2 		$2M Sell
7,194
-353
-5% -$106K 1.34% 28
2022
Q1 		$2.54M Sell
7,547
-132
-2% -$44.5K 1.52% 23
2021
Q4 		$3.18M Sell
7,679
-167
-2% -$60.9K 1.77% 15
2021
Q3 		$2.51M Sell
7,846
-219
-3% -$71.2K 1.51% 23
2021
Q2 		$2.38M Sell
8,065
-562
-7% -$161K 1.39% 25
2021
Q1 		$2.38M Sell
8,627
-110
-1% -$28.4K 1.45% 24
2020
Q4 		$2.28M Sell
8,737
-45
-0.5% -$10.8K 1.46% 24
2020
Q3 		$1.99M Sell
8,782
-75
-0.8% -$17.2K 1.42% 23
2020
Q2 		$1.9M Sell
8,857
-340
-4% -$64.3K 1.49% 23
2020
Q1 		$1.5M Buy
9,197
+131
+1% +$25.2K 1.34% 28
2019
Q4 		$1.91M Sell
9,066
-285
-3% -$55.5K 1.5% 26
2019
Q3 		$1.8M Sell
9,351
-1,014
-10% -$196K 1.54% 27
2019
Q2 		$1.92M Sell
10,365
-423
-4% -$76K 1.91% 23
2019
Q1 		$1.9M Sell
10,788
-332
-3% -$52.2K 1.99% 22
2018
Q4 		$1.57M Sell
11,120
-635
-5% -$100K 3.5% 13
2018
Q3 		$2M Buy
11,755
+143
+1% +$23.8K 1.77% 23
2018
Q2 		$1.9M Sell
11,612
-828
-7% -$129K 1.85% 19
2018
Q1 		$1.91M Sell
12,440
-343
-3% -$54.3K 1.89% 21
2017
Q4 		$1.96M Buy
+12,783
New +$1.85M 1.89% 21

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Financial Advisors's ACN Position: Q2 2022 in Review

HC Financial Advisors reduced its Accenture (ACN) stake by 4.7% in Q2 2022, selling an estimated $106K and leaving 7,194 shares worth $2M. The position accounts for 1.34% of the portfolio, ranked #28.

HC Financial Advisors first reported a position in ACN in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.18M in Q4 2021. 2,012 funds tracked by Wall St. Rank hold ACN as of Q2 2022.

  • HC Financial Advisors held 7,194 shares of Accenture worth $2M as of Q2 2022.
  • HC Financial Advisors sold 353 Accenture shares in Q2 2022, an estimated $106K.
  • Accenture made up 1.34% of HC Financial Advisors's portfolio in Q2 2022, its #28 holding.
  • HC Financial Advisors first reported a position in Accenture in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Accenture position peaked at $3.18M in Q4 2021.
  • 2,012 funds tracked by Wall St. Rank held Accenture as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.