JFA
ACN icon

Johanson Financial Advisors’s Accenture ACN Stock Holding History

Johanson Financial Advisors’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
2021
Q4 		$358K Buy
864
+42
+5% +$15.3K 0.11% 100
2021
Q3 		$263K Buy
822
+32
+4% +$10.4K 0.09% 105
2021
Q2 		$249K Buy
+790
New +$226K 0.08% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Johanson Financial Advisors's ACN Position: Q4 2021 in Review

Johanson Financial Advisors increased its Accenture (ACN) stake by 5.1% in Q4 2021, buying an estimated $15.3K and bringing the position to 864 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #100.

Johanson Financial Advisors first reported a position in ACN in Q2 2021 and has held it in 3 quarters since. 2,105 funds tracked by Wall St. Rank hold ACN as of Q4 2021.

  • Johanson Financial Advisors held 864 shares of Accenture worth $358K as of Q4 2021.
  • Johanson Financial Advisors bought 42 Accenture shares in Q4 2021, an estimated $15.3K.
  • Accenture made up 0.11% of Johanson Financial Advisors's portfolio in Q4 2021, its #100 holding.
  • Johanson Financial Advisors first reported a position in Accenture in Q2 2021 and has held it in 3 quarters since.
  • 2,105 funds tracked by Wall St. Rank held Accenture as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.