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Level Financial Advisors’s Accenture ACN Stock Holding History

Level Financial 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
2023
Q4 		– Sell
-8
Closed -$2.46K – 280
2023
Q3 		$2.46K Sell
8
-5
-38% -$1.57K ﹤0.01% 240
2023
Q2 		$4.01K Buy
+13
New +$3.78K ﹤0.01% 229

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Level Financial Advisors's ACN Position: Q4 2023 in Review

Level Financial Advisors sold out of Accenture (ACN) in Q4 2023, closing a stake of 8 shares — an estimated $2.46K sold.

Level Financial Advisors first reported a position in ACN in Q2 2023 and held it in 2 quarters. The position peaked at $4.01K in Q2 2023. 2,311 funds tracked by Wall St. Rank hold ACN as of Q4 2023.

  • Level Financial Advisors reported no remaining Accenture position as of Q4 2023 after selling out during the quarter.
  • Level Financial Advisors sold 8 Accenture shares in Q4 2023, an estimated $2.46K.
  • Level Financial Advisors first reported a position in Accenture in Q2 2023 and held it in 2 quarters.
  • Level Financial Advisors's Accenture position peaked at $4.01K in Q2 2023.
  • 2,311 funds tracked by Wall St. Rank held Accenture as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.