IAM Advisory’s Accenture ACN Stock Holding History

IAM Advisory’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	–	Sell	-7,437	Closed	-$2.58M	–	100
2024 Q1	$2.58M	Buy	7,437 +1,488	+25%	+$542K	0.71%	20
2023 Q4	$2.09M	Buy	5,949 +114	+2%	+$36.8K	0.66%	20
2023 Q3	$1.79M	Buy	5,835 +102	+2%	+$32.1K	0.63%	19
2023 Q2	$1.77M	Buy	5,733 +272	+5%	+$79K	0.6%	22
2023 Q1	$1.56M	Buy	5,461 +285	+6%	+$77.7K	0.54%	25
2022 Q4	$1.38M	Buy	5,176 +174	+3%	+$48.1K	0.51%	26
2022 Q3	$1.29M	Buy	5,002 +260	+5%	+$75.1K	0.54%	24
2022 Q2	$1.32M	Buy	4,742 +170	+4%	+$51.1K	0.54%	24
2022 Q1	$1.54M	Buy	4,572 +42	+0.9%	+$14.2K	0.63%	23
2021 Q4	$1.69M	Buy	4,530 +145	+3%	+$52.8K	0.67%	19
2021 Q3	$1.43M	Buy	+4,385	New	+$1.43M	0.61%	24
2021 Q2	–	Sell	-4,340	Closed	-$1.27M	–	45
2021 Q1	$1.27M	Buy	4,340 +142	+3%	+$36.7K	0.55%	23
2020 Q4	$1.04M	Buy	+4,198	New	+$1.01M	0.52%	29

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAM Advisory's ACN Position: Q2 2024 in Review

IAM Advisory sold out of Accenture (ACN) in Q2 2024, closing a stake of 7,437 shares — an estimated $2.58M sold.

IAM Advisory first reported a position in ACN in Q4 2020 and held it in 13 quarters. The position peaked at $2.58M in Q1 2024. 2,305 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

IAM Advisory reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
IAM Advisory sold 7,437 Accenture shares in Q2 2024, an estimated $2.58M.
IAM Advisory first reported a position in Accenture in Q4 2020 and held it in 13 quarters.
IAM Advisory's Accenture position peaked at $2.58M in Q1 2024.
2,305 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.