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Meredith Wealth Planning’s Accenture ACN Stock Holding History

Meredith 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
Q2 		– Sell
-904
Closed -$258K – 41
2023
Q1 		$258K Sell
904
-343
-28% -$93.5K 0.21% 46
2022
Q4 		$333K Buy
+1,247
New +$345K 0.29% 35

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Meredith Wealth Planning's ACN Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Accenture (ACN) in Q2 2023, closing a stake of 904 shares — an estimated $258K sold.

Meredith Wealth Planning first reported a position in ACN in Q4 2022 and held it in 2 quarters. The position peaked at $333K in Q4 2022. 2,113 funds tracked by Wall St. Rank hold ACN as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Accenture position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 904 Accenture shares in Q2 2023, an estimated $258K.
  • Meredith Wealth Planning first reported a position in Accenture in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Accenture position peaked at $333K in Q4 2022.
  • 2,113 funds tracked by Wall St. Rank held Accenture as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.