IWP
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Invenio Wealth Partners’s Accenture ACN Stock Holding History

Invenio 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
2024
Q1 		– Sell
-624
Closed -$219K – 97
2023
Q4 		$219K Sell
624
-54
-8% -$17.4K 0.16% 88
2023
Q3 		$208K Sell
678
-450
-40% -$142K 0.19% 84
2023
Q2 		$348K Buy
+1,128
New +$328K 0.39% 51

Other funds holding ACN

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invenio Wealth Partners's ACN Position: Q1 2024 in Review

Invenio Wealth Partners sold out of Accenture (ACN) in Q1 2024, closing a stake of 624 shares — an estimated $219K sold.

Invenio Wealth Partners first reported a position in ACN in Q2 2023 and held it in 3 quarters. The position peaked at $348K in Q2 2023. 2,347 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • Invenio Wealth Partners reported no remaining Accenture position as of Q1 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 624 Accenture shares in Q1 2024, an estimated $219K.
  • Invenio Wealth Partners first reported a position in Accenture in Q2 2023 and held it in 3 quarters.
  • Invenio Wealth Partners's Accenture position peaked at $348K in Q2 2023.
  • 2,347 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on Invenio Wealth Partners's 13F filing for Q1 2024, filed 9 May 2024.