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Mark Sheptoff Financial Planning’s Accenture ACN Stock Holding History

Mark Sheptoff Financial 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
2020
Q1 		– Sell
-150
Closed -$32K – 336
2019
Q4 		$32K Buy
150
+100
+200% +$19.5K 0.02% 178
2019
Q3 		$10K Buy
+50
New +$9.68K 0.01% 272
2016
Q3 		– Sell
-43
Closed -$5K – 349
2016
Q2 		$5K Buy
+43
New +$4.99K ﹤0.01% 277
2015
Q4 		– Sell
-17
Closed -$2K – 378
2015
Q3 		$2K Buy
+17
New +$1.69K ﹤0.01% 335

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mark Sheptoff Financial Planning's ACN Position: Q1 2020 in Review

Mark Sheptoff Financial Planning sold out of Accenture (ACN) in Q1 2020, closing a stake of 150 shares — an estimated $32K sold.

Mark Sheptoff Financial Planning first reported a position in ACN in Q3 2015 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 1,520 funds tracked by Wall St. Rank hold ACN as of Q1 2020.

  • Mark Sheptoff Financial Planning reported no remaining Accenture position as of Q1 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 150 Accenture shares in Q1 2020, an estimated $32K.
  • Mark Sheptoff Financial Planning first reported a position in Accenture in Q3 2015 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Accenture position peaked at $32K in Q4 2019.
  • 1,520 funds tracked by Wall St. Rank held Accenture as of Q1 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2020, filed 7 May 2020.