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Moran Wealth Management’s Accenture ACN Stock Holding History

Moran Wealth 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
Q3 		– Sell
-23,096
Closed -$7.01M – 403
2024
Q2 		$7.01M Sell
23,096
-23,560
-50% -$7.22M 0.23% 140
2024
Q1 		$16.2M Buy
46,656
+14,118
+43% +$5.15M 0.52% 67
2023
Q4 		$11.4M Sell
32,538
-1,383
-4% -$446K 0.41% 82
2023
Q3 		$10.4M Buy
+33,921
New +$10.7M 0.4% 95

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moran Wealth Management's ACN Position: Q3 2024 in Review

Moran Wealth Management sold out of Accenture (ACN) in Q3 2024, closing a stake of 23,096 shares — an estimated $7.01M sold.

Moran Wealth Management first reported a position in ACN in Q3 2023 and held it in 4 quarters. The position peaked at $16.2M in Q1 2024. 2,343 funds tracked by Wall St. Rank hold ACN as of Q3 2024.

  • Moran Wealth Management reported no remaining Accenture position as of Q3 2024 after selling out during the quarter.
  • Moran Wealth Management sold 23,096 Accenture shares in Q3 2024, an estimated $7.01M.
  • Moran Wealth Management first reported a position in Accenture in Q3 2023 and held it in 4 quarters.
  • Moran Wealth Management's Accenture position peaked at $16.2M in Q1 2024.
  • 2,343 funds tracked by Wall St. Rank held Accenture as of Q3 2024.

Based on Moran Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.