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IAG Wealth Partners’s Accenture ACN Stock Holding History

IAG Wealth Partners’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
-39
Closed -$10.4K – 451
2022
Q4 		$10.4K Buy
39
+23
+144% +$6.36K ﹤0.01% 282
2022
Q3 		$4K Hold
16
– – ﹤0.01% 349
2022
Q2 		$4K Hold
16
– – ﹤0.01% 343
2022
Q1 		$5K Buy
+16
New +$5.4K ﹤0.01% 351
2020
Q3 		– Sell
-17
Closed -$4K – 353
2020
Q2 		$4K Hold
17
– – ﹤0.01% 289
2020
Q1 		$3K Hold
17
– – ﹤0.01% 295
2019
Q4 		$4K Buy
+17
New +$3.31K ﹤0.01% 318

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

IAG Wealth Partners's ACN Position: Q1 2023 in Review

IAG Wealth Partners sold out of Accenture (ACN) in Q1 2023, closing a stake of 39 shares — an estimated $10.4K sold.

IAG Wealth Partners first reported a position in ACN in Q4 2019 and held it in 7 quarters. The position peaked at $10.4K in Q4 2022. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

  • IAG Wealth Partners reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 39 Accenture shares in Q1 2023, an estimated $10.4K.
  • IAG Wealth Partners first reported a position in Accenture in Q4 2019 and held it in 7 quarters.
  • IAG Wealth Partners's Accenture position peaked at $10.4K in Q4 2022.
  • 2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.