KWM
ACN icon

Kolinsky Wealth Management’s Accenture ACN Stock Holding History

Kolinsky Wealth Management’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 		$1.02M Buy
2,887
+131
+5% +$47.2K 0.62% 23
2024
Q3 		$974K Buy
2,756
+59
+2% +$19.4K 0.63% 24
2024
Q2 		$818K Sell
2,697
-213
-7% -$65.2K 0.59% 28
2024
Q1 		$1.01M Buy
2,910
+22
+0.8% +$8.02K 0.77% 22
2023
Q4 		$1.01M Buy
2,888
+30
+1% +$9.67K 0.89% 17
2023
Q3 		$878K Buy
2,858
+143
+5% +$45.1K 0.87% 17
2023
Q2 		$837K Buy
2,715
+164
+6% +$47.7K 0.79% 18
2023
Q1 		$729K Sell
2,551
-592
-19% -$161K 0.77% 20
2022
Q4 		$839K Sell
3,143
-28
-0.9% -$7.75K 0.96% 16
2022
Q3 		$816K Buy
3,171
+157
+5% +$45.4K 1.02% 11
2022
Q2 		$837K Sell
3,014
-48
-2% -$14.4K 0.99% 14
2022
Q1 		$1.03M Buy
3,062
+274
+10% +$92.4K 1.01% 12
2021
Q4 		$1.16M Buy
+2,788
New +$1.02M 1.07% 12

Other funds holding ACN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return