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Heritage Wealth Management (Arizona)’s Accenture ACN Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.8M Sell
5,943
-522
-8% -$160K 1% 19
2024
Q1 		$2.24M Sell
6,465
-164
-2% -$59.8K 1.14% 18
2023
Q4 		$2.33M Buy
+6,629
New +$2.14M 1.26% 15
2022
Q4 		$4.43M Buy
16,613
+9,370
+129% +$2.59M 0.63% 32
2022
Q3 		$1.86M Buy
7,243
+9
+0.1% +$2.6K 0.6% 32
2022
Q2 		$2.01M Buy
7,234
+332
+5% +$99.8K 0.67% 30
2022
Q1 		$2.33M Buy
+6,902
New +$2.33M 0.63% 31
2021
Q3 		$1.48M Buy
4,617
+411
+10% +$134K 0.53% 38
2021
Q2 		$1.24M Buy
4,206
+591
+16% +$169K 0.47% 44
2021
Q1 		$999K Buy
+3,615
New +$934K 0.56% 43

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ACN Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Accenture (ACN) stake by 8.1% in Q2 2024, selling an estimated $160K and leaving 5,943 shares worth $1.8M. The position accounts for 1% of the portfolio, ranked #19.

Heritage Wealth Management (Arizona) first reported a position in ACN in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.43M in Q4 2022. 2,305 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 5,943 shares of Accenture worth $1.8M as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 522 Accenture shares in Q2 2024, an estimated $160K.
  • Accenture made up 1% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #19 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Accenture in Q1 2021 and has held it in 10 quarters since.
  • Heritage Wealth Management (Arizona)'s Accenture position peaked at $4.43M in Q4 2022.
  • 2,305 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.