IDA
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Intelligence Driven Advisers’s Accenture ACN Stock Holding History

Intelligence Driven Advisers’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
Q2 		– Sell
-992
Closed -$279K – 96
2023
Q1 		$279K Sell
992
-91
-8% -$24.8K 0.05% 72
2022
Q4 		$292K Sell
1,083
-34
-3% -$9.4K 0.05% 76
2022
Q3 		$301K Sell
1,117
-611
-35% -$177K 0.06% 87
2022
Q2 		$477K Buy
1,728
+7
+0.4% +$2.1K 0.09% 75
2022
Q1 		$588K Hold
1,721
– – 0.11% 62
2021
Q4 		$576K Hold
1,721
– – 0.11% 56
2021
Q3 		$560K Sell
1,721
-500
-23% -$163K 0.13% 45
2021
Q2 		$655K Hold
2,221
– – 0.13% 53
2021
Q1 		$614K Hold
2,221
– – 0.14% 47
2020
Q4 		$580K Buy
+2,221
New +$532K 0.13% 55

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return