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KLR Investment Advisors’s Accenture ACN Stock Holding History

KLR Investment 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
Q1 		$599K Sell
1,879
-152
-7% -$55.4K 0.43% 57
2023
Q4 		$713K Buy
2,031
+309
+18% +$99.6K 0.52% 43
2023
Q3 		$492K Sell
1,722
-299
-15% -$94.2K 0.45% 66
2023
Q2 		$624K Buy
2,021
+224
+12% +$65.1K 0.51% 48
2023
Q1 		$514K Sell
1,797
-1
-0.1% -$273 0.45% 67
2022
Q4 		$480K Buy
+1,798
New +$497K 0.39% 69

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

KLR Investment Advisors's ACN Position: Q1 2024 in Review

KLR Investment Advisors reduced its Accenture (ACN) stake by 7.5% in Q1 2024, selling an estimated $55.4K and leaving 1,879 shares worth $599K. The position accounts for 0.43% of the portfolio, ranked #57.

KLR Investment Advisors first reported a position in ACN in Q4 2022 and has held it in 6 quarters since. The position peaked at $713K in Q4 2023. 2,342 funds tracked by Wall St. Rank hold ACN as of Q1 2024.

  • KLR Investment Advisors held 1,879 shares of Accenture worth $599K as of Q1 2024.
  • KLR Investment Advisors sold 152 Accenture shares in Q1 2024, an estimated $55.4K.
  • Accenture made up 0.43% of KLR Investment Advisors's portfolio in Q1 2024, its #57 holding.
  • KLR Investment Advisors first reported a position in Accenture in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Accenture position peaked at $713K in Q4 2023.
  • 2,342 funds tracked by Wall St. Rank held Accenture as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.