HPWM
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Highland Private Wealth Management’s Accenture ACN Stock Holding History

Highland Private Wealth 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
2022
Q4 		– Sell
-2,557
Closed -$658K – 4
2022
Q3 		$658K Sell
2,557
-495
-16% -$143K 0.11% 73
2022
Q2 		$848K Buy
3,052
+186
+6% +$55.9K 0.13% 61
2022
Q1 		$966K Sell
2,866
-47
-2% -$15.9K 0.13% 60
2021
Q4 		$1.21M Buy
2,913
+573
+24% +$209K 0.15% 53
2021
Q3 		$748K Buy
2,340
+44
+2% +$14.3K 0.11% 72
2021
Q2 		$677K Buy
2,296
+23
+1% +$6.59K 0.1% 72
2021
Q1 		$628K Sell
2,273
-86
-4% -$22.2K 0.1% 74
2020
Q4 		$616K Buy
2,359
+29
+1% +$6.95K 0.11% 70
2020
Q3 		$527K Sell
2,330
-17
-0.7% -$3.89K 0.1% 71
2020
Q2 		$504K Buy
2,347
+548
+30% +$104K 0.11% 68
2020
Q1 		$294K Sell
1,799
-20
-1% -$3.85K 0.08% 86
2019
Q4 		$383K Buy
1,819
+69
+4% +$13.4K 0.09% 79
2019
Q3 		$337K Buy
1,750
+304
+21% +$58.8K 0.09% 74
2019
Q2 		$268K Buy
1,446
+66
+5% +$11.9K 0.08% 91
2019
Q1 		$243K Buy
+1,380
New +$217K 0.08% 93
2018
Q4 		– Sell
-1,381
Closed -$235K – 100
2018
Q3 		$235K Buy
1,381
+35
+3% +$5.83K 0.08% 94
2018
Q2 		$221K Buy
+1,346
New +$209K 0.08% 92

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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 $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Highland Private Wealth Management's ACN Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Accenture (ACN) in Q4 2022, closing a stake of 2,557 shares — an estimated $658K sold.

Highland Private Wealth Management first reported a position in ACN in Q2 2018 and held it in 17 quarters. The position peaked at $1.21M in Q4 2021. 2,042 funds tracked by Wall St. Rank hold ACN as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Accenture position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 2,557 Accenture shares in Q4 2022, an estimated $658K.
  • Highland Private Wealth Management first reported a position in Accenture in Q2 2018 and held it in 17 quarters.
  • Highland Private Wealth Management's Accenture position peaked at $1.21M in Q4 2021.
  • 2,042 funds tracked by Wall St. Rank held Accenture as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.