Laurel Wealth Planning’s Accenture ACN Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-490	Closed	-$131K	–	61
2022 Q4	$131K	Hold	490	–	–	0.08%	73
2022 Q3	$126K	Sell	490 -275	-36%	-$79.5K	0.09%	72
2022 Q2	$212K	Hold	765	–	–	0.15%	57
2022 Q1	$258K	Hold	765	–	–	0.17%	64
2021 Q4	$317K	Hold	765	–	–	0.24%	55
2021 Q3	$245K	Hold	765	–	–	0.2%	55
2021 Q2	$226K	Hold	765	–	–	0.2%	45
2021 Q1	$211K	Hold	765	–	–	0.19%	45
2020 Q4	$200K	Buy	+765	New	+$183K	0.2%	40

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Planning's ACN Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Accenture (ACN) in Q1 2023, closing a stake of 490 shares — an estimated $131K sold.

Laurel Wealth Planning first reported a position in ACN in Q4 2020 and held it in 9 quarters. The position peaked at $317K in Q4 2021. 2,061 funds tracked by Wall St. Rank hold ACN as of Q1 2023.

Laurel Wealth Planning reported no remaining Accenture position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 490 Accenture shares in Q1 2023, an estimated $131K.
Laurel Wealth Planning first reported a position in Accenture in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Accenture position peaked at $317K in Q4 2021.
2,061 funds tracked by Wall St. Rank held Accenture as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.