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Janiczek Wealth Management’s Accenture ACN Stock Holding History

Janiczek 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
Q2 		$589K Sell
1,941
-518
-21% -$159K 0.12% 74
2024
Q1 		$852K Buy
2,459
+186
+8% +$67.8K 0.18% 49
2023
Q4 		$798K Buy
2,273
+212
+10% +$68.3K 0.19% 45
2023
Q3 		$633K Buy
2,061
+6
+0.3% +$1.89K 0.17% 49
2023
Q2 		$634K Sell
2,055
-116
-5% -$33.7K 0.17% 45
2023
Q1 		$607K Sell
2,171
-392
-15% -$107K 0.17% 44
2022
Q4 		$728K Buy
2,563
+346
+16% +$95.7K 0.2% 42
2022
Q3 		$572K Sell
2,217
-399
-15% -$115K 0.19% 41
2022
Q2 		$801K Buy
2,616
+174
+7% +$52.3K 0.24% 39
2022
Q1 		$823K Buy
2,442
+23
+1% +$7.76K 0.23% 37
2021
Q4 		$1M Sell
2,419
-59
-2% -$21.5K 0.3% 32
2021
Q3 		$793K Buy
2,478
+455
+22% +$148K 0.28% 32
2021
Q2 		$596K Buy
2,023
+145
+8% +$41.5K 0.22% 36
2021
Q1 		$519K Buy
1,878
+593
+46% +$153K 0.21% 37
2020
Q4 		$336K Buy
1,285
+1,035
+414% +$248K 0.16% 40
2020
Q3 		$56K Buy
250
+200
+400% +$45.8K 0.03% 92
2020
Q2 		$11K Buy
+50
New +$9.46K 0.01% 141

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's ACN Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Accenture (ACN) stake by 21% in Q2 2024, selling an estimated $159K and leaving 1,941 shares worth $589K. The position accounts for 0.12% of the portfolio, ranked #74.

Janiczek Wealth Management first reported a position in ACN in Q2 2020 and has held it in 17 quarters since. The position peaked at $1M in Q4 2021. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Janiczek Wealth Management held 1,941 shares of Accenture worth $589K as of Q2 2024.
  • Janiczek Wealth Management sold 518 Accenture shares in Q2 2024, an estimated $159K.
  • Accenture made up 0.12% of Janiczek Wealth Management's portfolio in Q2 2024, its #74 holding.
  • Janiczek Wealth Management first reported a position in Accenture in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Accenture position peaked at $1M in Q4 2021.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.