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Kathleen S. Wright Associates’s Accenture ACN Stock Holding History

Kathleen S. Wright Associates’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
-32
Closed -$11.3K – 263
2024
Q3 		$11.3K Hold
32
– – ﹤0.01% 245
2024
Q2 		$9.71K Hold
32
– – ﹤0.01% 198
2024
Q1 		$11.1K Hold
32
– – 0.01% 181
2023
Q4 		$11.2K Hold
32
– – 0.01% 159
2023
Q3 		$9.83K Hold
32
– – 0.01% 150
2023
Q2 		$9.88K Hold
32
– – 0.01% 131
2023
Q1 		$9.15K Hold
32
– – 0.01% 128
2022
Q4 		$9K Hold
32
– – 0.01% 152
2022
Q3 		$8K Buy
+32
New +$9.25K 0.01% 142

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

Kathleen S. Wright Associates's ACN Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Accenture (ACN) in Q4 2024, closing a stake of 32 shares — an estimated $11.3K sold.

Kathleen S. Wright Associates first reported a position in ACN in Q3 2022 and held it in 9 quarters. The position peaked at $11.3K in Q3 2024. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Accenture position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 32 Accenture shares in Q4 2024, an estimated $11.3K.
  • Kathleen S. Wright Associates first reported a position in Accenture in Q3 2022 and held it in 9 quarters.
  • Kathleen S. Wright Associates's Accenture position peaked at $11.3K in Q3 2024.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.