JWM
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Jackson Wealth Management’s Accenture ACN Stock Holding History

Jackson Wealth Management’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
2022
Q1 		– Sell
-19,094
Closed -$7.92M – 112
2021
Q4 		$7.92M Buy
19,094
+130
+0.7% +$47.4K 1% 29
2021
Q3 		$91K Sell
18,964
-29
-0.2% -$9.43K 1.1% 22
2021
Q2 		$5.6M Buy
18,993
+999
+6% +$286K 0.71% 40
2021
Q1 		$4.97M Buy
17,994
+1,187
+7% +$307K 0.75% 40
2020
Q4 		$4.39M Buy
16,807
+1,560
+10% +$374K 0.6% 44
2020
Q3 		$3.45M Buy
15,247
+2,393
+19% +$548K 0.52% 51
2020
Q2 		$2.76M Buy
+12,854
New +$2.43M 0.49% 52

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jackson Wealth Management's ACN Position: Q1 2022 in Review

Jackson Wealth Management sold out of Accenture (ACN) in Q1 2022, closing a stake of 19,094 shares — an estimated $7.92M sold.

Jackson Wealth Management first reported a position in ACN in Q2 2020 and held it in 7 quarters. The position peaked at $7.92M in Q4 2021. 2,069 funds tracked by Wall St. Rank hold ACN as of Q1 2022.

  • Jackson Wealth Management reported no remaining Accenture position as of Q1 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 19,094 Accenture shares in Q1 2022, an estimated $7.92M.
  • Jackson Wealth Management first reported a position in Accenture in Q2 2020 and held it in 7 quarters.
  • Jackson Wealth Management's Accenture position peaked at $7.92M in Q4 2021.
  • 2,069 funds tracked by Wall St. Rank held Accenture as of Q1 2022.

Based on Jackson Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.