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Key Client Fiduciary Advisors’s Accenture ACN Stock Holding History

Key Client Fiduciary 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
2024
Q3 		– Sell
-200
Closed -$60.7K – 201
2024
Q2 		$60.7K Buy
+200
New +$61.3K 0.03% 186

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
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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Key Client Fiduciary Advisors's ACN Position: Q3 2024 in Review

Key Client Fiduciary Advisors sold out of Accenture (ACN) in Q3 2024, closing a stake of 474 shares — an estimated $144K sold.

Key Client Fiduciary Advisors first reported a position in ACN in Q2 2024 and held it in 1 quarter. The position peaked at $144K in Q2 2024. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Key Client Fiduciary Advisors reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 474 Accenture shares in Q3 2024, an estimated $144K.
  • Key Client Fiduciary Advisors first reported a position in Accenture in Q2 2024 and held it in 1 quarter.
  • Key Client Fiduciary Advisors's Accenture position peaked at $144K in Q2 2024.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.