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KCS Wealth Advisory’s Accenture ACN Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-749
Closed -$144K – 153
2019
Q3 		$144K Sell
749
-798
-52% -$154K 0.1% 170
2019
Q2 		$286K Hold
1,547
– – 0.23% 124
2019
Q1 		$272K Sell
1,547
-65
-4% -$10.2K 0.24% 124
2018
Q4 		$227K Sell
1,612
-201
-11% -$31.8K 0.24% 134
2018
Q3 		$309K Sell
1,813
-345
-16% -$57.4K 0.29% 121
2018
Q2 		$353K Sell
2,158
-139
-6% -$21.6K 0.33% 115
2018
Q1 		$353K Sell
2,297
-138
-6% -$21.9K 0.32% 118
2017
Q4 		$373K Buy
+2,435
New +$353K 0.36% 108

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCS Wealth Advisory's ACN Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Accenture (ACN) in Q4 2019, closing a stake of 749 shares — an estimated $144K sold.

KCS Wealth Advisory first reported a position in ACN in Q4 2017 and held it in 8 quarters. The position peaked at $373K in Q4 2017. 1,585 funds tracked by Wall St. Rank hold ACN as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Accenture position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 749 Accenture shares in Q4 2019, an estimated $144K.
  • KCS Wealth Advisory first reported a position in Accenture in Q4 2017 and held it in 8 quarters.
  • KCS Wealth Advisory's Accenture position peaked at $373K in Q4 2017.
  • 1,585 funds tracked by Wall St. Rank held Accenture as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.