MAM
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Milestone Asset Management’s Accenture ACN Stock Holding History

Milestone Asset 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
2024
Q2 		– Sell
-632
Closed -$219K – 192
2024
Q1 		$219K Sell
632
-265
-30% -$96.6K 0.06% 160
2023
Q4 		$315K Buy
897
+8
+0.9% +$2.58K 0.1% 53
2023
Q3 		$274K Buy
889
+46
+5% +$14.5K 0.1% 64
2023
Q2 		$260K Hold
843
– – 0.11% 50
2023
Q1 		$241K Hold
843
– – 0.14% 63
2022
Q4 		$235K Buy
+843
New +$233K 0.14% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Asset Management's ACN Position: Q2 2024 in Review

Milestone Asset Management sold out of Accenture (ACN) in Q2 2024, closing a stake of 632 shares — an estimated $219K sold.

Milestone Asset Management first reported a position in ACN in Q4 2022 and held it in 6 quarters. The position peaked at $315K in Q4 2023. 2,299 funds tracked by Wall St. Rank hold ACN as of Q2 2024.

  • Milestone Asset Management reported no remaining Accenture position as of Q2 2024 after selling out during the quarter.
  • Milestone Asset Management sold 632 Accenture shares in Q2 2024, an estimated $219K.
  • Milestone Asset Management first reported a position in Accenture in Q4 2022 and held it in 6 quarters.
  • Milestone Asset Management's Accenture position peaked at $315K in Q4 2023.
  • 2,299 funds tracked by Wall St. Rank held Accenture as of Q2 2024.

Based on Milestone Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.