Institutional & Family Asset Management’s Accenture ACN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.78M | Sell |
15,767
-189
| -1% | -$57.9K | 0.73% | 35 |
|
|
2024
Q1 | $5.53M | Sell |
15,956
-470
| -3% | -$171K | 0.88% | 21 |
|
|
2023
Q4 | $5.76M | Sell |
16,426
-2,522
| -13% | -$813K | 0.95% | 20 |
|
|
2023
Q3 | $5.82M | Buy |
18,948
+63
| +0.3% | +$19.9K | 0.95% | 20 |
|
|
2023
Q2 | $5.83M | Buy |
18,885
+6
| +0% | +$1.74K | 0.95% | 22 |
|
|
2023
Q1 | $5.4M | Buy |
18,879
+694
| +4% | +$189K | 0.89% | 27 |
|
|
2022
Q4 | $4.85M | Sell |
18,185
-22
| -0.1% | -$6.08K | 0.81% | 34 |
|
|
2022
Q3 | $4.68M | Buy |
18,207
+3,778
| +26% | +$1.09M | 0.83% | 31 |
|
|
2022
Q2 | $4.01M | Buy |
14,429
+761
| +6% | +$229K | 0.69% | 42 |
|
|
2022
Q1 | $4.61M | Buy |
13,668
+227
| +2% | +$76.6K | 0.72% | 31 |
|
|
2021
Q4 | $5.57M | Sell |
13,441
-2,734
| -17% | -$996K | 0.87% | 18 |
|
|
2021
Q3 | $5.17M | Sell |
16,175
-999
| -6% | -$325K | 0.83% | 19 |
|
|
2021
Q2 | $5.06M | Buy |
17,174
+2,019
| +13% | +$578K | 0.83% | 21 |
|
|
2021
Q1 | $4.19M | Buy |
15,155
+2,660
| +21% | +$688K | 0.81% | 23 |
|
|
2020
Q4 | $3.26M | Buy |
12,495
+791
| +7% | +$190K | 0.69% | 44 |
|
|
2020
Q3 | $2.65M | Sell |
11,704
-5,047
| -30% | -$1.16M | 0.62% | 62 |
|
|
2020
Q2 | $3.6M | Buy |
16,751
+146
| +0.9% | +$27.6K | 0.75% | 36 |
|
|
2020
Q1 | $2.71M | Buy |
16,605
+1,881
| +13% | +$362K | 0.62% | 66 |
|
|
2019
Q4 | $3.1M | Sell |
14,724
-1,892
| -11% | -$369K | 0.65% | 58 |
|
|
2019
Q3 | $3.2M | Sell |
16,616
-771
| -4% | -$149K | 0.7% | 56 |
|
|
2019
Q2 | $3.21M | Sell |
17,387
-1,981
| -10% | -$356K | 0.69% | 57 |
|
|
2019
Q1 | $3.41M | Buy |
19,368
+420
| +2% | +$66K | 0.72% | 48 |
|
|
2018
Q4 | $2.67M | Sell |
18,948
-1,248
| -6% | -$197K | 0.6% | 71 |
|
|
2018
Q3 | $3.44M | Hold |
20,196
| – | – | 0.68% | 59 |
|
|
2018
Q2 | $3.3M | Sell |
20,196
-519
| -3% | -$80.7K | 0.69% | 52 |
|
|
2018
Q1 | $3.18M | Sell |
20,715
-7,503
| -27% | -$1.19M | 0.67% | 65 |
|
|
2017
Q4 | $4.32M | Sell |
28,218
-2,193
| -7% | -$318K | 0.83% | 51 |
|
|
2017
Q3 | $4.11M | Sell |
30,411
-767
| -2% | -$99.9K | 0.83% | 35 |
|
|
2017
Q2 | $3.86M | Buy |
31,178
+416
| +1% | +$50.7K | 0.94% | 33 |
|
|
2017
Q1 | $3.69M | Buy |
30,762
+25,973
| +542% | +$3.1M | 1.15% | 38 |
|
|
2016
Q4 | $561K | Hold |
4,789
| – | – | 0.18% | 90 |
|
|
2016
Q3 | $585K | Hold |
4,789
| – | – | 0.19% | 85 |
|
|
2016
Q2 | $543K | Buy |
4,789
+905
| +23% | +$105K | 0.19% | 90 |
|
|
2016
Q1 | $406K | Hold |
3,884
| – | – | 0.15% | 98 |
|
|
2015
Q4 | $406K | Buy |
+3,884
| New | +$410K | 0.15% | 98 |
|
Other funds holding ACN
Institutional & Family Asset Management's ACN Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Accenture (ACN) stake by 1.2% in Q2 2024, selling an estimated $57.9K and leaving 15,767 shares worth $4.78M. The position accounts for 0.73% of the portfolio, ranked #35.
Institutional & Family Asset Management first reported a position in ACN in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.83M in Q2 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.
- Institutional & Family Asset Management held 15,767 shares of Accenture worth $4.78M as of Q2 2024.
- Institutional & Family Asset Management sold 189 Accenture shares in Q2 2024, an estimated $57.9K.
- Accenture made up 0.73% of Institutional & Family Asset Management's portfolio in Q2 2024, its #35 holding.
- Institutional & Family Asset Management first reported a position in Accenture in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Accenture position peaked at $5.83M in Q2 2023.
- 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.