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Kiely Wealth Advisory Group’s Accenture ACN Stock Holding History

Kiely Wealth Advisory Group’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 		$21.3K Hold
55
– – 0.01% 157
2024
Q3 		$19.9K Hold
55
– – 0.01% 164
2024
Q2 		$17.4K Buy
55
+25
+83% +$7.66K 0.01% 155
2024
Q1 		$9.17K Hold
30
– – 0.01% 175
2023
Q4 		$11.2K Buy
+30
New +$9.67K 0.01% 161

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

Kiely Wealth Advisory Group's ACN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Accenture (ACN) position steady in Q4 2024 at 55 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #157.

Kiely Wealth Advisory Group first reported a position in ACN in Q4 2023 and has held it in 5 quarters since. 2,514 funds tracked by Wall St. Rank hold ACN as of Q4 2024.

  • Kiely Wealth Advisory Group held 55 shares of Accenture worth $21.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Accenture share count unchanged in Q4 2024.
  • Accenture made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #157 holding.
  • Kiely Wealth Advisory Group first reported a position in Accenture in Q4 2023 and has held it in 5 quarters since.
  • 2,514 funds tracked by Wall St. Rank held Accenture as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.