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Jamison Private Wealth Management’s Accenture ACN Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-258
Closed -$91.2K – 204
2024
Q3 		$91.2K Hold
258
– – 0.01% 227
2024
Q2 		$78.3K Sell
258
-5
-2% -$1.53K 0.01% 226
2024
Q1 		$91.2K Buy
263
+12
+5% +$4.37K 0.02% 219
2023
Q4 		$88.1K Hold
251
– – 0.02% 209
2023
Q3 		$77.1K Buy
+251
New +$79.1K 0.02% 211

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jamison Private Wealth Management's ACN Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Accenture (ACN) in Q4 2024, closing a stake of 258 shares — an estimated $91.2K sold.

Jamison Private Wealth Management first reported a position in ACN in Q3 2023 and held it in 5 quarters. The position peaked at $91.2K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 258 Accenture shares in Q4 2024, an estimated $91.2K.
  • Jamison Private Wealth Management first reported a position in Accenture in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's Accenture position peaked at $91.2K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.