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High Net Worth Advisory Group’s Accenture ACN Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-213
Closed -$56.9K – 196
2022
Q4 		$56.9K Hold
213
– – 0.02% 306
2022
Q3 		$55K Hold
213
– – 0.02% 309
2022
Q2 		$59K Hold
213
– – 0.02% 298
2022
Q1 		$72K Hold
213
– – 0.03% 284
2021
Q4 		$88K Buy
+213
New +$77.6K 0.03% 274

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's ACN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Accenture (ACN) in Q1 2023, closing a stake of 213 shares — an estimated $56.9K sold.

High Net Worth Advisory Group first reported a position in ACN in Q4 2021 and held it in 5 quarters. The position peaked at $88K in Q4 2021. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 213 Accenture shares in Q1 2023, an estimated $56.9K.
  • High Net Worth Advisory Group first reported a position in Accenture in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Accenture position peaked at $88K in Q4 2021.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.