Laidlaw Wealth Management’s Accenture ACN Stock Holding History

Laidlaw 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
2023 Q3	–	Sell	-5,749	Closed	-$1.77M	–	268
2023 Q2	$1.77M	Sell	5,749 -27	-0.5%	-$7.85K	0.35%	74
2023 Q1	$1.65M	Sell	5,776 -56	-1%	-$15.3K	0.34%	78
2022 Q4	$1.56M	Buy	5,832 +52	+0.9%	+$14.4K	0.33%	87
2022 Q3	$1.49M	Buy	5,780 +486	+9%	+$140K	0.35%	83
2022 Q2	$1.47M	Sell	5,294 -1,285	-20%	-$386K	0.3%	93
2022 Q1	$2.22M	Buy	6,579 +331	+5%	+$112K	0.37%	70
2021 Q4	$2.59M	Buy	6,248 +79	+1%	+$28.8K	0.41%	59
2021 Q3	$1.97M	Buy	6,169 +362	+6%	+$118K	0.51%	50
2021 Q2	$1.71M	Buy	5,807 +530	+10%	+$152K	0.44%	64
2021 Q1	$1.46M	Sell	5,277 -851	-14%	-$220K	0.5%	59
2020 Q4	$1.6M	Buy	+6,128	New	+$1.47M	0.34%	79

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laidlaw Wealth Management's ACN Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Accenture (ACN) in Q3 2023, closing a stake of 5,749 shares — an estimated $1.77M sold.

Laidlaw Wealth Management first reported a position in ACN in Q4 2020 and held it in 11 quarters. The position peaked at $2.59M in Q4 2021. 2,134 funds tracked by Wall St. Rank hold ACN as of Q3 2023.

Laidlaw Wealth Management reported no remaining Accenture position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 5,749 Accenture shares in Q3 2023, an estimated $1.77M.
Laidlaw Wealth Management first reported a position in Accenture in Q4 2020 and held it in 11 quarters.
Laidlaw Wealth Management's Accenture position peaked at $2.59M in Q4 2021.
2,134 funds tracked by Wall St. Rank held Accenture as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.